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 6-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 | $2,002 |
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 | $11,007 | $81,248-86.5% | $155,509-92.9% | $80,856-86.4% |
| Participation rate | 98.2% | 66.2%+32.0pp | 78.2%+20.1pp | 67.6%+30.6pp |
| Annual return | 15.25% | 33.31%-18.1pp | 64.67%-49.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,846 | $3,100-40.5% | $4,672-60.5% | $2,755-33.0% |
| Participant deferral / active EE | $4,073 | $3,452+18.0% | $5,626-27.6% | $4,296-5.2% |
| Admin fee / account holder | $15 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |