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 8-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 | $2,372 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,337 | $37,393-51.0% | $77,024-76.2% | $66,914-72.6% |
| Participation rate | 40.3% | 52.9%-12.6pp | 67.9%-27.6pp | 69.8%-29.5pp |
| Annual return | -24.85% | -3.29%-21.6pp | 42.32%-67.2pp | 1.58%-26.4pp |
| Employer contribution / active EE | $1,334 | $1,531-12.9% | $2,812-52.6% | $2,544-47.6% |
| Participant deferral / active EE | $2,575 | $2,617-1.6% | $4,426-41.8% | $4,237-39.2% |
| Admin fee / account holder | $38 | $567-93.3% | $5,425-99.3% | $593-93.6% |