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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.
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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,201 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,748 | $86,944-65.8% | $107,525-72.3% | $74,304-60.0% |
| Participation rate | 87.8% | 59.6%+28.2pp | 75.1%+12.7pp | 60.3%+27.4pp |
| Annual return | 26.08% | 23.52%+2.6pp | 181.32%-155.2pp | 29.43%-3.3pp |
| Employer contribution / active EE | $1,356 | $2,757-50.8% | $3,754-63.9% | $2,241-39.5% |
| Participant deferral / active EE | $3,875 | $3,554+9.0% | $5,116-24.3% | $3,767+2.8% |
| Admin fee / account holder | $28 | $3,727-99.3% | $8,919-99.7% | $2,969-99.1% |