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 4-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,467 | $30,086-41.9% | $61,373-71.5% | $64,808-73.0% |
| Participation rate | 18.2% | 36.4%-18.1pp | 52.6%-34.3pp | 71.5%-53.2pp |
| Annual return | -13.45% | -13.99%+0.5pp | 338.61%-352.1pp | 32.82%-46.3pp |
| Employer contribution / active EE | $385 | $536-28.2% | $1,159-66.8% | $2,506-84.6% |
| Participant deferral / active EE | $640 | $1,126-43.2% | $2,125-69.9% | $4,310-85.2% |
| Admin fee / account holder | $50 | $148-66.5% | $2,130-97.7% | $188-73.6% |