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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,700 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,147 | $58,926-67.5% | $97,226-80.3% | $74,495-74.3% |
| Participation rate | 23.1% | 63.5%-40.4pp | 72.7%-49.6pp | 67.2%-44.1pp |
| Annual return | 18.80% | 16.04%+2.8pp | 75.13%-56.3pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $1,662 | $1,894-12.3% | $2,729-39.1% | $2,623-36.7% |
| Participant deferral / active EE | $2,939 | $3,664-19.8% | $4,264-31.1% | $4,346-32.4% |
| Admin fee / account holder | $20 | $1,974-99.0% | $5,654-99.6% | $1,942-98.9% |