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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,872 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,694 | $101,317-96.4% | $146,958-97.5% | $74,495-95.0% |
| Participation rate | 92.0% | 75.5%+16.4pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 0.00% | 8730.91%-8730.9pp | 418.34%-418.3pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $1,154 | $3,810-69.7% | $4,933-76.6% | $2,623-56.0% |
| Participant deferral / active EE | $1,692 | $7,303-76.8% | $8,070-79.0% | $4,346-61.1% |
| Admin fee / account holder | $20 | $1,739-98.9% | $12,998-99.8% | $1,942-99.0% |