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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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,064 |
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 | $8,207 | $100,923-91.9% | $150,045-94.5% | $74,304-89.0% |
| Participation rate | 84.1% | 70.1%+14.0pp | 82.3%+1.8pp | 60.3%+23.8pp |
| Annual return | 15.80% | 51.77%-36.0pp | 62.55%-46.8pp | 29.43%-13.6pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,421 | $6,709-63.9% | $7,997-69.7% | $3,767-35.7% |
| Admin fee / account holder | $141 | $2,767-94.9% | $13,435-98.9% | $2,969-95.2% |