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 5-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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,535 | $82,202-86.0% | $125,339-90.8% | $64,808-82.2% |
| Participation rate | 47.1% | 77.9%-30.8pp | 82.4%-35.3pp | 71.5%-24.4pp |
| Annual return | 9.01% | 3.48%+5.5pp | 572.05%-563.0pp | 32.82%-23.8pp |
| Employer contribution / active EE | $1,132 | $3,615-68.7% | $4,814-76.5% | $2,506-54.8% |
| Participant deferral / active EE | $2,333 | $7,175-67.5% | $7,446-68.7% | $4,310-45.9% |
| Admin fee / account holder | $79 | $163-51.6% | $10,010-99.2% | $188-57.9% |