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 7-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 | $1,050 |
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 | $13,726 | $84,487-83.8% | $125,339-89.0% | $66,914-79.5% |
| Participation rate | 84.1% | 76.4%+7.7pp | 82.4%+1.7pp | 69.8%+14.3pp |
| Annual return | 31.94% | -8.39%+40.3pp | 572.05%-540.1pp | 1.58%+30.4pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,015 | $6,781-11.3% | $7,446-19.2% | $4,237+42.0% |
| Admin fee / account holder | $7 | $685-98.9% | $10,010-99.9% | $593-98.8% |