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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 | $5,368 |
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 | $1,796 | $58,264-96.9% | $86,612-97.9% | $71,457-97.5% |
| Participation rate | 75.2% | 65.0%+10.2pp | 71.7%+3.5pp | 67.9%+7.2pp |
| Annual return | 15.19% | 21.63%-6.4pp | 591.07%-575.9pp | 28.85%-13.7pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,335 | $3,436-61.1% | $4,438-69.9% | $4,289-68.9% |
| Admin fee / account holder | $40 | $1,057-96.2% | $5,614-99.3% | $1,587-97.5% |