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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,978 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,309 | $59,417-75.9% | $93,606-84.7% | $74,495-80.8% |
| Participation rate | 49.5% | 59.7%-10.1pp | 68.7%-19.2pp | 67.2%-17.7pp |
| Annual return | 12.96% | 81.83%-68.9pp | 133.20%-120.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,254 | $1,264-0.8% | $2,420-48.2% | $2,623-52.2% |
| Participant deferral / active EE | $1,749 | $3,050-42.7% | $4,411-60.4% | $4,346-59.8% |
| Admin fee / account holder | $25 | $3,021-99.2% | $8,285-99.7% | $1,942-98.7% |