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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,816 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,447 | $29,548-95.1% | $56,411-97.4% | $77,643-98.1% |
| Participation rate | 56.3% | 32.7%+23.7pp | 52.5%+3.9pp | 70.6%-14.2pp |
| Annual return | 15.12% | 19.01%-3.9pp | 1701.33%-1686.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $684 | $1,061-35.5% | $1,952-65.0% | $4,647-85.3% |
| Admin fee / account holder | $21 | $1,046-98.0% | $2,829-99.3% | $430-95.1% |