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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,384 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,700 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,956 | $80,753-41.9% | $136,294-65.5% | $62,292-24.6% |
| Participation rate | 81.4% | 73.5%+7.9pp | 81.9%-0.5pp | 69.5%+11.9pp |
| Annual return | 20.79% | 35.83%-15.0pp | 5155.94%-5135.1pp | 28.90%-8.1pp |
| Employer contribution / active EE | $3,738 | $2,884+29.6% | $4,695-20.4% | $2,042+83.1% |
| Participant deferral / active EE | $7,292 | $5,164+41.2% | $6,247+16.7% | $3,169+130.1% |
| Admin fee / account holder | $140 | $525-73.4% | $9,243-98.5% | $479-70.8% |