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 8-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,362 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,938 | $26,549-43.7% | $61,373-75.7% | $66,914-77.7% |
| Participation rate | 27.4% | 38.1%-10.7pp | 52.6%-25.2pp | 69.8%-42.4pp |
| Annual return | 19.13% | -16.21%+35.3pp | 338.61%-319.5pp | 1.58%+17.5pp |
| Employer contribution / active EE | $384 | $651-41.1% | $1,159-66.9% | $2,544-84.9% |
| Participant deferral / active EE | $693 | $1,338-48.2% | $2,125-67.4% | $4,237-83.6% |
| Admin fee / account holder | $52 | $409-87.3% | $2,130-97.6% | $593-91.3% |