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 | $11,951 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $23,022 | $60,323-61.8% | $81,812-71.9% | $74,495-69.1% |
| Participation rate | 86.3% | 62.9%+23.4pp | 72.3%+13.9pp | 67.2%+19.1pp |
| Annual return | 50.73% | 16.90%+33.8pp | 773.79%-723.1pp | 1364.94%-1314.2pp |
| Employer contribution / active EE | $1,908 | $2,620-27.2% | $2,912-34.5% | $2,623-27.3% |
| Participant deferral / active EE | $4,067 | $3,387+20.1% | $4,319-5.8% | $4,346-6.4% |
| Admin fee / account holder | $51 | $1,486-96.6% | $7,386-99.3% | $1,942-97.4% |