See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,548 | $43,133-43.1% | $89,391-72.5% | $73,488-66.6% |
| Participation rate | 58.9% | 55.0%+4.0pp | 68.0%-9.1pp | 70.7%-11.8pp |
| Annual return | 29.97% | 135.66%-105.7pp | 245.62%-215.6pp | 28.51%+1.5pp |
| Employer contribution / active EE | $996 | $1,438-30.8% | $2,586-61.5% | $2,270-56.1% |
| Participant deferral / active EE | $3,090 | $2,445+26.4% | $3,890-20.6% | $3,740-17.4% |
| Admin fee / account holder | $153 | $444-65.5% | $4,881-96.9% | $513-70.2% |