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 7-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,055 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,441 | $79,700-89.4% | $153,485-94.5% | $74,495-88.7% |
| Participation rate | 94.3% | 69.8%+24.5pp | 77.1%+17.2pp | 67.2%+27.1pp |
| Annual return | 14.35% | 15.07%-0.7pp | 15.65%-1.3pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $943 | $4,016-76.5% | $5,039-81.3% | $2,623-64.1% |
| Participant deferral / active EE | $3,374 | $5,315-36.5% | $6,757-50.1% | $4,346-22.4% |
| Admin fee / account holder | $26 | $1,790-98.6% | $12,724-99.8% | $1,942-98.7% |