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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.
See the 10-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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,232 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,408 | $65,376-85.6% | $87,100-89.2% | $65,185-85.6% |
| Participation rate | 95.9% | 75.3%+20.5pp | 76.9%+19.0pp | 70.2%+25.7pp |
| Annual return | 22.92% | 31.27%-8.4pp | 28.19%-5.3pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,234 | $1,822-32.3% | $2,521-51.1% | $2,177-43.3% |
| Participant deferral / active EE | $1,792 | $3,388-47.1% | $4,049-55.7% | $3,514-49.0% |
| Admin fee / account holder | $37 | $520-92.9% | $7,497-99.5% | $847-95.6% |