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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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,125 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,324 | $56,972-80.1% | $182,532-93.8% | $65,185-82.6% |
| Participation rate | 48.3% | 66.5%-18.3pp | 78.0%-29.7pp | 70.2%-21.9pp |
| Annual return | 58.28% | 27.67%+30.6pp | 148.54%-90.3pp | 29.38%+28.9pp |
| Employer contribution / active EE | $1,518 | $1,615-6.0% | $4,076-62.8% | $2,177-30.3% |
| Participant deferral / active EE | $3,365 | $3,526-4.6% | $5,524-39.1% | $3,514-4.2% |
| Admin fee / account holder | $27 | $528-94.9% | $8,592-99.7% | $847-96.8% |