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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 3-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 | $25,185 |
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 | $3,791 | $50,982-92.6% | $154,803-97.6% | $85,563-95.6% |
| Participation rate | 76.4% | 59.8%+16.6pp | 78.1%-1.6pp | 66.0%+10.5pp |
| Annual return | 51.72% | 30.35%+21.4pp | 58.88%-7.2pp | 31.51%+20.2pp |
| Employer contribution / active EE | $859 | $1,708-49.7% | $4,305-80.1% | $2,654-67.6% |
| Participant deferral / active EE | $1,642 | $2,474-33.6% | $5,540-70.4% | $4,375-62.5% |
| Admin fee / account holder | $90 | $846-89.3% | $14,329-99.4% | $834-89.2% |