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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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,147 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,848 | $62,127-87.4% | $81,382-90.4% | $74,495-89.5% |
| Participation rate | 88.0% | 64.0%+24.0pp | 69.5%+18.5pp | 67.2%+20.8pp |
| Annual return | 36.72% | 16.48%+20.2pp | 24.73%+12.0pp | 1364.94%-1328.2pp |
| Employer contribution / active EE | $1,134 | $1,882-39.7% | $2,463-54.0% | $2,623-56.8% |
| Participant deferral / active EE | $2,239 | $3,229-30.7% | $3,883-42.4% | $4,346-48.5% |
| Admin fee / account holder | $53 | $1,934-97.3% | $5,768-99.1% | $1,942-97.3% |