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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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,129 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,178 | $80,724-84.9% | $103,333-88.2% | $74,495-83.7% |
| Participation rate | 89.3% | 65.7%+23.6pp | 74.5%+14.7pp | 67.2%+22.1pp |
| Annual return | 82.12% | 27.56%+54.6pp | 24.88%+57.2pp | 1364.94%-1282.8pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,905 | $3,860+1.2% | $5,057-22.8% | $4,346-10.1% |
| Admin fee / account holder | $67 | $2,368-97.2% | $8,355-99.2% | $1,942-96.6% |