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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 | $5,582 |
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 | $16,867 | $76,050-77.8% | $96,544-82.5% | $71,457-76.4% |
| Participation rate | 95.1% | 74.4%+20.7pp | 76.0%+19.1pp | 67.9%+27.2pp |
| Annual return | 23.13% | 22.81%+0.3pp | 25.84%-2.7pp | 28.85%-5.7pp |
| Employer contribution / active EE | $2,715 | $2,244+21.0% | $2,965-8.4% | $2,588+4.9% |
| Participant deferral / active EE | $4,908 | $4,215+16.4% | $4,851+1.2% | $4,289+14.4% |
| Admin fee / account holder | $38 | $2,707-98.6% | $8,252-99.5% | $1,587-97.6% |