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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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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 | $5,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,125 | $44,642-79.6% | $91,220-90.0% | $66,914-86.4% |
| Participation rate | 39.0% | 64.9%-25.9pp | 73.2%-34.2pp | 69.8%-30.8pp |
| Annual return | 1.80% | -12.29%+14.1pp | 114.01%-112.2pp | 1.58%+0.2pp |
| Employer contribution / active EE | $609 | $1,706-64.3% | $2,850-78.6% | $2,544-76.1% |
| Participant deferral / active EE | $625 | $3,349-81.3% | $4,234-85.2% | $4,237-85.3% |
| Admin fee / account holder | $107 | $521-79.5% | $5,420-98.0% | $593-82.0% |