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 5-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 | $1,983 |
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 | $14,459 | $102,317-85.9% | $146,958-90.2% | $80,856-82.1% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.2%+13.6pp | 67.6%+28.1pp |
| Annual return | 16.13% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,876 | $3,713-49.5% | $4,933-62.0% | $2,755-31.9% |
| Participant deferral / active EE | $2,814 | $6,644-57.6% | $8,070-65.1% | $4,296-34.5% |
| Admin fee / account holder | $19 | $7,941-99.8% | $12,998-99.9% | $6,918-99.7% |