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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,755 |
ADP BROKER-DEALER5 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.
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 | $23,247 | $102,317-77.3% | $146,958-84.2% | $80,856-71.2% |
| Participation rate | 42.0% | 75.8%-33.8pp | 82.2%-40.1pp | 67.6%-25.6pp |
| Annual return | 18.44% | 134.76%-116.3pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $947 | $3,713-74.5% | $4,933-80.8% | $2,755-65.6% |
| Participant deferral / active EE | $6,859 | $6,644+3.2% | $8,070-15.0% | $4,296+59.7% |
| Admin fee / account holder | $17 | $7,941-99.8% | $12,998-99.9% | $6,918-99.8% |