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 4-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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,080 |
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,891 | $68,346-85.5% | $94,646-89.5% | $75,163-86.8% |
| Participation rate | 83.3% | 76.1%+7.2pp | 80.8%+2.5pp | 67.2%+16.1pp |
| Annual return | 14.30% | 616.93%-602.6pp | 156.71%-142.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $777 | $2,701-71.2% | $3,672-78.9% | $2,670-70.9% |
| Participant deferral / active EE | $4,701 | $6,537-28.1% | $7,418-36.6% | $4,125+14.0% |
| Admin fee / account holder | $154 | $5,326-97.1% | $7,231-97.9% | $5,651-97.3% |