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 7-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 INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,544 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,294 | $20,316-69.0% | $66,042-90.5% | $74,304-91.5% |
| Participation rate | 86.7% | 62.8%+24.0pp | 67.5%+19.2pp | 60.3%+26.4pp |
| Annual return | 18.10% | 28.10%-10.0pp | 52.11%-34.0pp | 29.43%-11.3pp |
| Employer contribution / active EE | $0 | $745-100.0% | $1,579-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,279 | $1,615+41.1% | $2,835-19.6% | $3,767-39.5% |
| Admin fee / account holder | $13 | $1,668-99.2% | $5,747-99.8% | $2,969-99.5% |