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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,335 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,232 | $74,706-78.3% | $75,696-78.6% | $79,386-79.6% |
| Participation rate | 98.5% | 75.3%+23.2pp | 74.8%+23.7pp | 70.7%+27.8pp |
| Annual return | 16.83% | 18.52%-1.7pp | 104.53%-87.7pp | 116.85%-100.0pp |
| Employer contribution / active EE | $1,042 | $2,590-59.8% | $2,743-62.0% | $2,427-57.1% |
| Participant deferral / active EE | $3,227 | $3,533-8.7% | $3,821-15.6% | $4,046-20.2% |
| Admin fee / account holder | $108 | $374-71.1% | $3,619-97.0% | $626-82.7% |