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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 | $2,550 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,408 | $72,277-75.9% | $101,248-82.8% | $79,858-78.2% |
| Participation rate | 71.7% | 68.5%+3.2pp | 75.8%-4.1pp | 69.6%+2.1pp |
| Annual return | 18.49% | 22.30%-3.8pp | 46.47%-28.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $820 | $2,692-69.5% | $3,660-77.6% | $2,471-66.8% |
| Participant deferral / active EE | $3,181 | $3,282-3.1% | $4,370-27.2% | $3,740-14.9% |
| Admin fee / account holder | $40 | $4,400-99.1% | $5,945-99.3% | $5,306-99.2% |