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 10-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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,484 | $51,620-60.3% | $90,281-77.3% | $65,185-68.6% |
| Participation rate | 58.9% | 68.6%-9.8pp | 73.3%-14.4pp | 70.2%-11.3pp |
| Annual return | 26.87% | 24.94%+1.9pp | 78.10%-51.2pp | 29.38%-2.5pp |
| Employer contribution / active EE | $604 | $2,235-73.0% | $2,854-78.8% | $2,177-72.2% |
| Participant deferral / active EE | $3,345 | $2,871+16.5% | $3,885-13.9% | $3,514-4.8% |
| Admin fee / account holder | $100 | $384-73.9% | $5,351-98.1% | $847-88.2% |