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 5-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 | $7,587 |
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 | $24,114 | $79,171-69.5% | $102,423-76.5% | $74,495-67.6% |
| Participation rate | 97.4% | 74.8%+22.6pp | 76.5%+20.9pp | 67.2%+30.2pp |
| Annual return | 12.67% | 54.93%-42.3pp | 29.32%-16.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,900 | $2,362+22.8% | $3,023-4.1% | $2,623+10.6% |
| Participant deferral / active EE | $5,504 | $4,415+24.7% | $5,053+8.9% | $4,346+26.7% |
| Admin fee / account holder | $54 | $2,001-97.3% | $9,451-99.4% | $1,942-97.2% |