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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,533 |
Participant 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 | $4,822 | $155,364-96.9% | $103,476-95.3% | $77,643-93.8% |
| Participation rate | 90.6% | 85.5%+5.1pp | 80.5%+10.1pp | 70.6%+20.0pp |
| Annual return | 0.00% | 19.02%-19.0pp | 23.90%-23.9pp | 31.24%-31.2pp |
| Employer contribution / active EE | $2,184 | $5,949-63.3% | $4,672-53.3% | $2,726-19.9% |
| Participant deferral / active EE | $3,345 | $8,482-60.6% | $6,623-49.5% | $4,647-28.0% |
| Admin fee / account holder | $18 | $503-96.4% | $9,413-99.8% | $430-95.8% |