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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,681 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant 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 | $1,470 | $48,750-97.0% | $88,946-98.3% | $74,304-98.0% |
| Participation rate | 95.6% | 44.5%+51.1pp | 68.8%+26.7pp | 60.3%+35.2pp |
| Annual return | 14.59% | 25.91%-11.3pp | 57.82%-43.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $340 | $1,255-72.9% | $2,555-86.7% | $2,241-84.8% |
| Participant deferral / active EE | $338 | $2,423-86.1% | $4,581-92.6% | $3,767-91.0% |
| Admin fee / account holder | $33 | $3,756-99.1% | $8,261-99.6% | $2,969-98.9% |