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 9-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,177 | $45,719-82.1% | $96,139-91.5% | $93,030-91.2% |
| Participation rate | 25.1% | 45.8%-20.7pp | 68.4%-43.3pp | 73.9%-48.8pp |
| Annual return | 23.45% | 3211.95%-3188.5pp | 191.94%-168.5pp | 158.70%-135.3pp |
| Employer contribution / active EE | $139 | $1,139-87.8% | $2,797-95.0% | $2,706-94.9% |
| Participant deferral / active EE | $986 | $2,344-57.9% | $4,349-77.3% | $4,562-78.4% |
| Admin fee / account holder | $116 | $128-9.6% | $5,537-97.9% | $152-23.7% |