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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.
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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 | $1,309 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $1,006 | $109,359-99.1% | $162,163-99.4% | $72,985-98.6% |
| Participation rate | 88.4% | 84.3%+4.2pp | 87.6%+0.9pp | 69.5%+18.9pp |
| Annual return | 28.05% | 25.46%+2.6pp | 115.59%-87.5pp | 81.00%-53.0pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,421 | $5,481-74.1% | $7,298-80.5% | $3,607-60.6% |
| Admin fee / account holder | $7 | $7,972-99.9% | $10,843-99.9% | $5,124-99.9% |