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 9-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,464 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,754 | $56,053-89.7% | $75,972-92.4% | $80,856-92.9% |
| Participation rate | 86.1% | 62.0%+24.1pp | 69.1%+17.1pp | 67.6%+18.5pp |
| Annual return | 10.96% | 20.53%-9.6pp | 359.55%-348.6pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,226 | $1,874-34.6% | $2,685-54.3% | $2,755-55.5% |
| Participant deferral / active EE | $1,546 | $3,052-49.3% | $4,255-63.7% | $4,296-64.0% |
| Admin fee / account holder | $34 | $5,234-99.4% | $6,467-99.5% | $6,918-99.5% |