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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.
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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,922 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $11,347 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $33,413 | $43,133-22.5% | $89,391-62.6% | $73,488-54.5% |
| Participation rate | 64.8% | 55.0%+9.8pp | 68.0%-3.2pp | 70.7%-5.9pp |
| Annual return | 17.32% | 135.66%-118.3pp | 245.62%-228.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $2,552 | $1,438+77.5% | $2,586-1.3% | $2,270+12.4% |
| Participant deferral / active EE | $5,202 | $2,445+112.8% | $3,890+33.7% | $3,740+39.1% |
| Admin fee / account holder | $266 | $444-40.0% | $4,881-94.5% | $513-48.1% |