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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 | $11,475 |
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 | $7,251 | $37,393-80.6% | $77,024-90.6% | $66,914-89.2% |
| Participation rate | 85.4% | 52.9%+32.5pp | 67.9%+17.5pp | 69.8%+15.6pp |
| Annual return | 0.32% | -3.29%+3.6pp | 42.32%-42.0pp | 1.58%-1.3pp |
| Employer contribution / active EE | $1,374 | $1,531-10.3% | $2,812-51.2% | $2,544-46.0% |
| Participant deferral / active EE | $4,475 | $2,617+71.0% | $4,426+1.1% | $4,237+5.6% |
| Admin fee / account holder | $60 | $567-89.4% | $5,425-98.9% | $593-89.9% |