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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.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,562 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $16,595 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $18,669 | $101,317-81.6% | $146,958-87.3% | $74,495-74.9% |
| Participation rate | 95.8% | 75.5%+20.3pp | 82.2%+13.7pp | 67.2%+28.6pp |
| Annual return | 16.19% | 8730.91%-8714.7pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $4,881 | $3,810+28.1% | $4,933-1.0% | $2,623+86.1% |
| Participant deferral / active EE | $5,761 | $7,303-21.1% | $8,070-28.6% | $4,346+32.6% |
| Admin fee / account holder | $221 | $1,739-87.3% | $12,998-98.3% | $1,942-88.6% |