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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,892 |
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 | $16,795 | $61,058-72.5% | $71,209-76.4% | $85,563-80.4% |
| Participation rate | 48.0% | 58.6%-10.5pp | 73.8%-25.7pp | 66.0%-17.9pp |
| Annual return | 19.33% | 100.41%-81.1pp | 282.51%-263.2pp | 31.51%-12.2pp |
| Employer contribution / active EE | $0 | $2,199-100.0% | $2,721-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,583 | $3,173-50.1% | $4,175-62.1% | $4,375-63.8% |
| Admin fee / account holder | $96 | $855-88.8% | $5,349-98.2% | $834-88.5% |