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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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,806 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $20,997 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,225 | $58,320-79.0% | $86,436-85.9% | $66,914-81.7% |
| Participation rate | 81.4% | 78.6%+2.8pp | 80.3%+1.0pp | 69.8%+11.6pp |
| Annual return | -11.28% | -9.71%-1.6pp | 4394.89%-4406.2pp | 1.58%-12.9pp |
| Employer contribution / active EE | $2,474 | $2,615-5.4% | $3,769-34.4% | $2,544-2.8% |
| Participant deferral / active EE | $1,440 | $6,899-79.1% | $6,952-79.3% | $4,237-66.0% |
| Admin fee / account holder | $170 | $546-68.8% | $6,731-97.5% | $593-71.3% |