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 8-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 | $3,713 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $249 |
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).
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 | $16,881 | $39,286-57.0% | $80,716-79.1% | $79,386-78.7% |
| Participation rate | 29.5% | 41.0%-11.5pp | 54.2%-24.7pp | 70.7%-41.2pp |
| Annual return | 15.31% | 98.95%-83.6pp | 87.28%-72.0pp | 116.85%-101.5pp |
| Employer contribution / active EE | $530 | $594-10.7% | $1,160-54.3% | $2,427-78.1% |
| Participant deferral / active EE | $941 | $1,264-25.5% | $2,146-56.1% | $4,046-76.7% |
| Admin fee / account holder | $46 | $647-92.9% | $3,380-98.6% | $626-92.6% |