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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,988 |
ADP BROKER-DEALER4 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,302 | $95,803-85.1% | $113,168-87.4% | $84,808-83.1% |
| Participation rate | 92.6% | 72.9%+19.7pp | 76.6%+16.0pp | 68.3%+24.2pp |
| Annual return | 13.58% | 25.00%-11.4pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $783 | $2,360-66.8% | $2,975-73.7% | $2,631-70.2% |
| Participant deferral / active EE | $2,015 | $4,242-52.5% | $5,107-60.5% | $4,212-52.2% |
| Admin fee / account holder | $49 | $8,989-99.5% | $12,068-99.6% | $7,344-99.3% |