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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,024 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,604 | $61,156-32.0% | $185,823-77.6% | $79,386-47.6% |
| Participation rate | 74.8% | 66.6%+8.2pp | 81.7%-6.9pp | 70.7%+4.1pp |
| Annual return | 18.70% | 19.45%-0.7pp | 122.05%-103.3pp | 116.85%-98.1pp |
| Employer contribution / active EE | $5,005 | $2,321+115.7% | $5,167-3.1% | $2,427+106.2% |
| Participant deferral / active EE | $4,621 | $2,789+65.7% | $5,568-17.0% | $4,046+14.2% |
| Admin fee / account holder | $172 | $710-75.8% | $16,237-98.9% | $626-72.6% |