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 |
|---|---|---|
Service code 15 · EIN 27-3525757 | Recordkeeping | $12,842 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,511 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $36,198 | $30,588+18.3% | $53,898-32.8% | $85,563-57.7% |
| Participation rate | 29.2% | 26.3%+2.9pp | 55.0%-25.8pp | 66.0%-36.8pp |
| Annual return | 17.10% | 50.42%-33.3pp | 528.60%-511.5pp | 31.51%-14.4pp |
| Employer contribution / active EE | $542 | $436+24.4% | $932-41.8% | $2,654-79.6% |
| Participant deferral / active EE | $1,099 | $848+29.7% | $1,826-39.8% | $4,375-74.9% |
| Admin fee / account holder | $176 | $1,879-90.6% | $2,491-92.9% | $834-78.9% |