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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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,837 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $14,919 |
ADP BROKER-DEALER3 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,307 | $45,031-50.5% | $84,966-73.7% | $77,643-71.3% |
| Participation rate | 23.8% | 48.7%-24.8pp | 67.5%-43.7pp | 70.6%-46.7pp |
| Annual return | 18.62% | 79.22%-60.6pp | 66.38%-47.8pp | 31.24%-12.6pp |
| Employer contribution / active EE | $729 | $1,609-54.7% | $2,727-73.3% | $2,726-73.2% |
| Participant deferral / active EE | $2,042 | $2,807-27.3% | $4,519-54.8% | $4,647-56.1% |
| Admin fee / account holder | $365 | $912-60.0% | $6,149-94.1% | $430-15.2% |