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.
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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,456 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 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 | $6,562 | $69,362-90.5% | $101,248-93.5% | $73,488-91.1% |
| Participation rate | 90.3% | 68.4%+21.9pp | 75.8%+14.5pp | 70.7%+19.6pp |
| Annual return | 12.00% | 18.46%-6.5pp | 46.47%-34.5pp | 28.51%-16.5pp |
| Employer contribution / active EE | $644 | $2,628-75.5% | $3,660-82.4% | $2,270-71.6% |
| Participant deferral / active EE | $1,808 | $3,300-45.2% | $4,370-58.6% | $3,740-51.6% |
| Admin fee / account holder | $28 | $704-96.0% | $5,945-99.5% | $513-94.5% |