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 5-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 | $3,009 |
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 | $1,924 | $34,934-94.5% | $56,411-96.6% | $74,495-97.4% |
| Participation rate | 80.6% | 32.8%+47.8pp | 52.5%+28.1pp | 67.2%+13.4pp |
| Annual return | 10.76% | 25.94%-15.2pp | 1701.33%-1690.6pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,606 | $1,170+37.2% | $1,952-17.7% | $4,346-63.0% |
| Admin fee / account holder | $12 | $2,364-99.5% | $2,829-99.6% | $1,942-99.4% |