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 | $9,258 |
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 | $14,749 | $113,016-86.9% | $103,476-85.7% | $74,495-80.2% |
| Participation rate | 85.9% | 80.8%+5.1pp | 80.5%+5.3pp | 67.2%+18.7pp |
| Annual return | 16.29% | 23.24%-7.0pp | 23.90%-7.6pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $0 | $4,881-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,661 | $7,279-36.0% | $6,623-29.6% | $4,346+7.2% |
| Admin fee / account holder | $45 | $1,709-97.4% | $9,413-99.5% | $1,942-97.7% |