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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,200 |
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 | $20,663 | $142,424-85.5% | $100,534-79.4% | $74,304-72.2% |
| Participation rate | 83.3% | 79.6%+3.8pp | 80.6%+2.7pp | 60.3%+23.0pp |
| Annual return | 16.59% | 27.53%-10.9pp | 32.66%-16.1pp | 29.43%-12.8pp |
| Employer contribution / active EE | $0 | $5,555-100.0% | $4,346-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,129 | $8,247-37.8% | $6,144-16.5% | $3,767+36.2% |
| Admin fee / account holder | $39 | $1,986-98.0% | $7,654-99.5% | $2,969-98.7% |