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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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,222 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,668 | $96,128-62.9% | $136,007-73.8% | $80,856-55.9% |
| Participation rate | 89.5% | 71.2%+18.3pp | 76.5%+13.1pp | 67.6%+21.9pp |
| Annual return | 10.54% | 28.71%-18.2pp | 579.32%-568.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,859 | $3,351-14.7% | $4,217-32.2% | $2,755+3.8% |
| Participant deferral / active EE | $4,127 | $5,709-27.7% | $7,025-41.3% | $4,296-3.9% |
| Admin fee / account holder | $296 | $8,236-96.4% | $6,858-95.7% | $6,918-95.7% |