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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,736 |
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 | $18,871 | $50,815-62.9% | $155,509-87.9% | $77,643-75.7% |
| Participation rate | 66.2% | 63.1%+3.1pp | 78.2%-12.0pp | 70.6%-4.4pp |
| Annual return | 49.41% | 34.80%+14.6pp | 64.67%-15.3pp | 31.24%+18.2pp |
| Employer contribution / active EE | $1,778 | $1,993-10.8% | $4,672-61.9% | $2,726-34.8% |
| Participant deferral / active EE | $3,565 | $2,822+26.3% | $5,626-36.6% | $4,647-23.3% |
| Admin fee / account holder | $64 | $437-85.4% | $15,912-99.6% | $430-85.2% |