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 6-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 | $10,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,187 | $44,642-52.5% | $91,220-76.8% | $66,914-68.3% |
| Participation rate | 60.8% | 64.9%-4.0pp | 73.2%-12.4pp | 69.8%-9.0pp |
| Annual return | 16.28% | -12.29%+28.6pp | 114.01%-97.7pp | 1.58%+14.7pp |
| Employer contribution / active EE | $3,771 | $1,706+121.0% | $2,850+32.3% | $2,544+48.2% |
| Participant deferral / active EE | $6,342 | $3,349+89.4% | $4,234+49.8% | $4,237+49.7% |
| Admin fee / account holder | $76 | $521-85.5% | $5,420-98.6% | $593-87.2% |