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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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,750 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $4,935 | $54,590-91.0% | $81,930-94.0% | $73,488-93.3% |
| Participation rate | 91.6% | 68.3%+23.3pp | 72.0%+19.6pp | 70.7%+20.9pp |
| Annual return | 26.33% | 17.74%+8.6pp | 29.49%-3.2pp | 28.51%-2.2pp |
| Employer contribution / active EE | $147 | $1,636-91.0% | $4,310-96.6% | $2,270-93.5% |
| Participant deferral / active EE | $1,769 | $2,759-35.9% | $7,107-75.1% | $3,740-52.7% |
| Admin fee / account holder | $38 | $592-93.5% | $5,158-99.3% | $513-92.5% |