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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.
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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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,460 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
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 | $12,409 | $51,466-75.9% | $78,778-84.2% | $62,292-80.1% |
| Participation rate | 88.5% | 59.8%+28.7pp | 69.2%+19.3pp | 69.5%+19.0pp |
| Annual return | 19.81% | 19.96%-0.1pp | 35.62%-15.8pp | 28.90%-9.1pp |
| Employer contribution / active EE | $433 | $827-47.7% | $1,986-78.2% | $2,042-78.8% |
| Participant deferral / active EE | $2,742 | $2,147+27.7% | $2,958-7.3% | $3,169-13.5% |
| Admin fee / account holder | $7 | $489-98.5% | $5,134-99.9% | $479-98.5% |