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 | $28,014 |
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 | $15,071 | $44,960-66.5% | $84,966-82.3% | $74,495-79.8% |
| Participation rate | 37.8% | 49.4%-11.5pp | 67.5%-29.7pp | 67.2%-29.4pp |
| Annual return | 28.88% | 26.24%+2.6pp | 66.38%-37.5pp | 1364.94%-1336.1pp |
| Employer contribution / active EE | $1,464 | $1,457+0.5% | $2,727-46.3% | $2,623-44.2% |
| Participant deferral / active EE | $2,368 | $2,731-13.3% | $4,519-47.6% | $4,346-45.5% |
| Admin fee / account holder | $255 | $2,209-88.5% | $6,149-95.9% | $1,942-86.9% |