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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $540 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $40,775 | $66,302-38.5% | $110,238-63.0% | $56,287-27.6% |
| Participation rate | 57.7% | 74.9%-17.3pp | 79.8%-22.2pp | 69.9%-12.2pp |
| Annual return | -5.18% | -1.18%-4.0pp | 314.74%-319.9pp | -9.96%+4.8pp |
| Employer contribution / active EE | $844 | $2,047-58.8% | $3,826-77.9% | $2,111-60.0% |
| Participant deferral / active EE | $2,368 | $3,381-30.0% | $4,672-49.3% | $3,350-29.3% |
| Admin fee / account holder | $24 | $698-96.5% | $8,547-99.7% | $521-95.3% |