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 |
|---|---|---|
Service code 15 · EIN 04-3422848 | Recordkeeping | $22,932 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,225 |
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 | $129,243 | $79,171+63.2% | $102,423+26.2% | $74,495+73.5% |
| Participation rate | 95.9% | 74.8%+21.1pp | 76.5%+19.4pp | 67.2%+28.7pp |
| Annual return | 14.84% | 54.93%-40.1pp | 29.32%-14.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,351 | $2,362-0.5% | $3,023-22.2% | $2,623-10.4% |
| Participant deferral / active EE | $9,547 | $4,415+116.2% | $5,053+88.9% | $4,346+119.7% |
| Admin fee / account holder | $285 | $2,001-85.7% | $9,451-97.0% | $1,942-85.3% |