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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.
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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 | $2,015 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
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 | $28,074 | $99,957-71.9% | $149,696-81.2% | $73,488-61.8% |
| Participation rate | 91.8% | 75.7%+16.1pp | 82.5%+9.3pp | 70.7%+21.1pp |
| Annual return | 29.57% | 53.87%-24.3pp | 276.60%-247.0pp | 28.51%+1.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,322 | $6,073+86.5% | $6,842+65.5% | $3,740+202.8% |
| Admin fee / account holder | $10 | $551-98.1% | $9,309-99.9% | $513-98.0% |