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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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,799 | $58,926-17.2% | $97,226-49.8% | $74,495-34.5% |
| Participation rate | 90.2% | 63.5%+26.7pp | 72.7%+17.5pp | 67.2%+23.0pp |
| Annual return | 13.47% | 16.04%-2.6pp | 75.13%-61.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $392 | $1,894-79.3% | $2,729-85.6% | $2,623-85.0% |
| Participant deferral / active EE | $4,919 | $3,664+34.3% | $4,264+15.4% | $4,346+13.2% |
| Admin fee / account holder | $203 | $1,974-89.7% | $5,654-96.4% | $1,942-89.6% |