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 5-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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,895 |
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 | $13,040 | $50,982-74.4% | $154,803-91.6% | $85,563-84.8% |
| Participation rate | 90.7% | 59.8%+30.9pp | 78.1%+12.7pp | 66.0%+24.8pp |
| Annual return | 25.30% | 30.35%-5.1pp | 58.88%-33.6pp | 31.51%-6.2pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,866 | $2,474+15.8% | $5,540-48.3% | $4,375-34.5% |
| Admin fee / account holder | $26 | $846-96.9% | $14,329-99.8% | $834-96.9% |