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 4-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,742 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $8,035 | $69,763-88.5% | $67,502-88.1% | $74,495-89.2% |
| Participation rate | 88.0% | 71.4%+16.6pp | 72.9%+15.1pp | 67.2%+20.8pp |
| Annual return | 20.07% | -40.34%+60.4pp | 3512.12%-3492.1pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $1,724 | $2,704-36.3% | $2,731-36.9% | $2,623-34.3% |
| Participant deferral / active EE | $2,538 | $3,636-30.2% | $4,000-36.5% | $4,346-41.6% |
| Admin fee / account holder | $22 | $896-97.5% | $3,998-99.4% | $1,942-98.9% |