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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,460 |
Service code 15 · EIN 27-3525757 | Recordkeeping | $10,053 |
ADP BROKER-DEALER5+ 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 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 | $14,017 | $25,302-44.6% | $74,701-81.2% | $67,579-79.3% |
| Participation rate | 37.1% | 37.8%-0.7pp | 54.5%-17.3pp | 71.3%-34.1pp |
| Annual return | 21.15% | 10291.17%-10270.0pp | 752.92%-731.8pp | 378.56%-357.4pp |
| Employer contribution / active EE | $456 | $446+2.2% | $1,084-57.9% | $2,148-78.8% |
| Participant deferral / active EE | $764 | $954-20.0% | $1,964-61.1% | $3,539-78.4% |
| Admin fee / account holder | $123 | $108+14.1% | $3,333-96.3% | $142-13.7% |