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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,375 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $13,875 | $56,484-75.4% | $169,463-91.8% | $64,186-78.4% |
| Participation rate | 79.6% | 64.5%+15.0pp | 77.8%+1.8pp | 69.6%+10.0pp |
| Annual return | -4.98% | -1.55%-3.4pp | 1.83%-6.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,599 | $1,832-12.8% | $4,159-61.6% | $2,381-32.9% |
| Participant deferral / active EE | $1,870 | $3,448-45.8% | $5,277-64.6% | $3,470-46.1% |
| Admin fee / account holder | $17 | $4,174-99.6% | $9,109-99.8% | $4,888-99.7% |