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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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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,264 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $8,400 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,054 | $59,584-66.3% | $86,874-76.9% | $79,386-74.7% |
| Participation rate | 81.8% | 67.7%+14.2pp | 71.6%+10.2pp | 70.7%+11.1pp |
| Annual return | 14.48% | 23.15%-8.7pp | 63.52%-49.0pp | 116.85%-102.4pp |
| Employer contribution / active EE | $584 | $1,768-67.0% | $2,495-76.6% | $2,427-75.9% |
| Participant deferral / active EE | $1,880 | $3,036-38.1% | $3,699-49.2% | $4,046-53.5% |
| Admin fee / account holder | $192 | $604-68.2% | $5,828-96.7% | $626-69.4% |