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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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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,405 |
Filed as: DYNAMIC ADVISOR SOLUTIONS, LLC Service code 15 · EIN 26-3945512 | Recordkeeping | $11,921 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $24,777 | $89,753-72.4% | $107,525-77.0% | $84,808-70.8% |
| Participation rate | 95.7% | 68.1%+27.6pp | 75.1%+20.6pp | 68.3%+27.3pp |
| Annual return | 9.05% | 29.48%-20.4pp | 181.32%-172.3pp | 40.90%-31.8pp |
| Employer contribution / active EE | $3,996 | $3,113+28.4% | $3,754+6.5% | $2,631+51.9% |
| Participant deferral / active EE | $8,104 | $4,056+99.8% | $5,116+58.4% | $4,212+92.4% |
| Admin fee / account holder | $122 | $7,222-98.3% | $8,919-98.6% | $7,344-98.3% |