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 7-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,127 |
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 | $7,181 | $81,248-91.2% | $155,509-95.4% | $80,856-91.1% |
| Participation rate | 89.9% | 66.2%+23.7pp | 78.2%+11.7pp | 67.6%+22.2pp |
| Annual return | 17.53% | 33.31%-15.8pp | 64.67%-47.1pp | 35.59%-18.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,628 | $3,452-23.9% | $5,626-53.3% | $4,296-38.8% |
| Admin fee / account holder | $39 | $7,997-99.5% | $15,912-99.8% | $6,918-99.4% |