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 6-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
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 | $20,485 | $79,013-74.1% | $100,391-79.6% | $74,495-72.5% |
| Participation rate | 80.0% | 79.5%+0.5pp | 81.5%-1.5pp | 67.2%+12.8pp |
| Annual return | 42.92% | 20.41%+22.5pp | 49.20%-6.3pp | 1364.94%-1322.0pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,019 | $7,760-48.2% | $8,082-50.3% | $4,346-7.5% |
| Admin fee / account holder | $8 | $1,320-99.4% | $7,899-99.9% | $1,942-99.6% |