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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,015 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,993 | $55,371-31.4% | $95,585-60.3% | $74,304-48.9% |
| Participation rate | 58.5% | 53.8%+4.7pp | 72.1%-13.5pp | 60.3%-1.8pp |
| Annual return | 19.08% | 24.26%-5.2pp | 38.56%-19.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $2,728 | $1,437+89.8% | $2,527+8.0% | $2,241+21.7% |
| Participant deferral / active EE | $4,975 | $2,955+68.3% | $4,023+23.7% | $3,767+32.0% |
| Admin fee / account holder | $25 | $2,620-99.0% | $6,127-99.6% | $2,969-99.2% |