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 6-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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $885 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,466 | $52,953-72.7% | $172,739-91.6% | $65,185-77.8% |
| Participation rate | 30.8% | 66.2%-35.4pp | 82.6%-51.8pp | 70.2%-39.4pp |
| Annual return | 134.39% | 30.12%+104.3pp | 802.84%-668.5pp | 29.38%+105.0pp |
| Employer contribution / active EE | $522 | $2,190-76.2% | $5,143-89.9% | $2,177-76.0% |
| Participant deferral / active EE | $1,577 | $2,471-36.2% | $5,198-69.7% | $3,514-55.1% |
| Admin fee / account holder | $11 | $472-97.7% | $13,954-99.9% | $847-98.7% |