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 9-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $12,172 | $45,031-73.0% | $84,966-85.7% | $77,643-84.3% |
| Participation rate | 24.0% | 48.7%-24.7pp | 67.5%-43.5pp | 70.6%-46.5pp |
| Annual return | 29.81% | 79.22%-49.4pp | 66.38%-36.6pp | 31.24%-1.4pp |
| Employer contribution / active EE | $190 | $1,609-88.2% | $2,727-93.0% | $2,726-93.0% |
| Participant deferral / active EE | $807 | $2,807-71.2% | $4,519-82.1% | $4,647-82.6% |
| Admin fee / account holder | $83 | $912-90.9% | $6,149-98.6% | $430-80.7% |