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 10-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,197 | $52,953-63.7% | $172,739-88.9% | $65,185-70.5% |
| Participation rate | 36.0% | 66.2%-30.2pp | 82.6%-46.6pp | 70.2%-34.2pp |
| Annual return | 26.00% | 30.12%-4.1pp | 802.84%-776.8pp | 29.38%-3.4pp |
| Employer contribution / active EE | $1,357 | $2,190-38.0% | $5,143-73.6% | $2,177-37.7% |
| Participant deferral / active EE | $1,873 | $2,471-24.2% | $5,198-64.0% | $3,514-46.7% |
| Admin fee / account holder | $114 | $472-75.9% | $13,954-99.2% | $847-86.6% |