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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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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 | $1,847 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,432 | $130,655-97.4% | $93,789-96.3% | $64,808-94.7% |
| Participation rate | 80.2% | 84.9%-4.7pp | 81.0%-0.8pp | 71.5%+8.7pp |
| Annual return | -12.83% | -14.04%+1.2pp | -11.33%-1.5pp | 32.82%-45.7pp |
| Employer contribution / active EE | $0 | $5,594-100.0% | $4,323-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,221 | $8,067-72.5% | $6,094-63.6% | $4,310-48.5% |
| Admin fee / account holder | $22 | $140-84.2% | $7,195-99.7% | $188-88.2% |