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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,516 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,472 | $51,315-32.8% | $95,745-64.0% | $71,457-51.8% |
| Participation rate | 47.7% | 63.0%-15.4pp | 72.3%-24.6pp | 67.9%-20.3pp |
| Annual return | 21.23% | 25.26%-4.0pp | 28.35%-7.1pp | 28.85%-7.6pp |
| Employer contribution / active EE | $3,104 | $1,819+70.6% | $2,835+9.5% | $2,588+19.9% |
| Participant deferral / active EE | $5,234 | $3,358+55.9% | $4,245+23.3% | $4,289+22.0% |
| Admin fee / account holder | $129 | $1,137-88.7% | $5,678-97.7% | $1,587-91.9% |