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 | $20,391 |
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 | $8,368 | $52,953-84.2% | $172,739-95.2% | $65,185-87.2% |
| Participation rate | 85.6% | 66.2%+19.4pp | 82.6%+2.9pp | 70.2%+15.4pp |
| Annual return | 23.08% | 30.12%-7.0pp | 802.84%-779.8pp | 29.38%-6.3pp |
| Employer contribution / active EE | $854 | $2,190-61.0% | $5,143-83.4% | $2,177-60.8% |
| Participant deferral / active EE | $1,131 | $2,471-54.2% | $5,198-78.2% | $3,514-67.8% |
| Admin fee / account holder | $90 | $472-80.8% | $13,954-99.4% | $847-89.3% |