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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.
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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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,149 | $38,365-78.8% | $84,611-90.4% | $65,185-87.5% |
| Participation rate | 28.2% | 55.7%-27.5pp | 68.2%-40.1pp | 70.2%-42.0pp |
| Annual return | 25.64% | 32.00%-6.4pp | 258.74%-233.1pp | 29.38%-3.7pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,041 | $2,278-54.3% | $3,899-73.3% | $3,514-70.4% |
| Admin fee / account holder | $42 | $451-90.8% | $4,912-99.2% | $847-95.1% |