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 | $30,903 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,322 | $39,973-46.7% | $79,550-73.2% | $77,904-72.6% |
| Participation rate | 32.1% | 64.6%-32.5pp | 69.5%-37.4pp | 73.7%-41.6pp |
| Annual return | 6.01% | 3.42%+2.6pp | 0.16%+5.8pp | 12.21%-6.2pp |
| Employer contribution / active EE | $0 | $1,088-100.0% | $2,413-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,609 | $2,774-42.0% | $3,985-59.6% | $4,806-66.5% |
| Admin fee / account holder | $127 | $113+12.6% | $6,832-98.1% | $133-4.1% |