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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,999 | $37,393-57.2% | $77,024-79.2% | $66,914-76.1% |
| Participation rate | 50.0% | 52.9%-2.9pp | 67.9%-17.9pp | 69.8%-19.8pp |
| Annual return | -17.87% | -3.29%-14.6pp | 42.32%-60.2pp | 1.58%-19.5pp |
| Employer contribution / active EE | $570 | $1,531-62.8% | $2,812-79.7% | $2,544-77.6% |
| Participant deferral / active EE | $3,521 | $2,617+34.5% | $4,426-20.5% | $4,237-16.9% |
| Admin fee / account holder | $76 | $567-86.5% | $5,425-98.6% | $593-87.1% |