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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 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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,780 |
ADP BROKER-DEALER7+ 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 | $12,394 | $50,458-75.4% | $159,960-92.3% | $64,808-80.9% |
| Participation rate | 41.1% | 68.0%-26.9pp | 78.0%-36.9pp | 71.5%-30.4pp |
| Annual return | -12.19% | -13.42%+1.2pp | 408.60%-420.8pp | 32.82%-45.0pp |
| Employer contribution / active EE | $632 | $1,722-63.3% | $4,226-85.0% | $2,506-74.8% |
| Participant deferral / active EE | $1,987 | $4,004-50.4% | $6,182-67.9% | $4,310-53.9% |
| Admin fee / account holder | $49 | $706-93.0% | $8,698-99.4% | $188-73.8% |