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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $720 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $3,648 | $46,173-92.1% | $170,442-97.9% | $69,631-94.8% |
| Participation rate | 29.9% | 63.9%-34.0pp | 83.6%-53.7pp | 70.7%-40.8pp |
| Annual return | 23.54% | 21.62%+1.9pp | 205.93%-182.4pp | 27571.02%-27547.5pp |
| Employer contribution / active EE | $255 | $1,610-84.2% | $5,433-95.3% | $2,032-87.5% |
| Participant deferral / active EE | $321 | $2,080-84.6% | $4,939-93.5% | $3,224-90.1% |
| Admin fee / account holder | $6 | $116-95.0% | $13,880-100.0% | $110-94.7% |