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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 6-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 | $14,524 |
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 | $17,854 | $77,660-77.0% | $109,143-83.6% | $79,386-77.5% |
| Participation rate | 93.5% | 67.8%+25.7pp | 75.9%+17.7pp | 70.7%+22.8pp |
| Annual return | 28.66% | 23.44%+5.2pp | 25.75%+2.9pp | 116.85%-88.2pp |
| Employer contribution / active EE | $2,071 | $2,797-26.0% | $3,722-44.4% | $2,427-14.7% |
| Participant deferral / active EE | $3,746 | $3,518+6.5% | $4,653-19.5% | $4,046-7.4% |
| Admin fee / account holder | $73 | $732-90.0% | $6,752-98.9% | $626-88.3% |