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 3-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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,147 | $51,315-66.6% | $95,745-82.1% | $71,457-76.0% |
| Participation rate | 37.1% | 63.0%-25.9pp | 72.3%-35.2pp | 67.9%-30.8pp |
| Annual return | 24.87% | 25.26%-0.4pp | 28.35%-3.5pp | 28.85%-4.0pp |
| Employer contribution / active EE | $2,389 | $1,819+31.4% | $2,835-15.7% | $2,588-7.7% |
| Participant deferral / active EE | $3,595 | $3,358+7.1% | $4,245-15.3% | $4,289-16.2% |
| Admin fee / account holder | $127 | $1,137-88.8% | $5,678-97.8% | $1,587-92.0% |