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 9-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,703 |
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 | $39,105 | $31,310+24.9% | $53,898-27.4% | $74,304-47.4% |
| Participation rate | 42.2% | 30.7%+11.5pp | 55.0%-12.8pp | 60.3%-18.2pp |
| Annual return | 24.67% | 23.16%+1.5pp | 528.60%-503.9pp | 29.43%-4.8pp |
| Employer contribution / active EE | $1,775 | $450+294.6% | $932+90.4% | $2,241-20.8% |
| Participant deferral / active EE | $3,537 | $934+278.6% | $1,826+93.7% | $3,767-6.1% |
| Admin fee / account holder | $257 | $2,175-88.2% | $2,491-89.7% | $2,969-91.3% |