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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,075 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $39,154 | $80,753-51.5% | $136,294-71.3% | $62,292-37.1% |
| Participation rate | 89.3% | 73.5%+15.7pp | 81.9%+7.4pp | 69.5%+19.8pp |
| Annual return | 23.62% | 35.83%-12.2pp | 5155.94%-5132.3pp | 28.90%-5.3pp |
| Employer contribution / active EE | $7,931 | $2,884+175.0% | $4,695+68.9% | $2,042+288.3% |
| Participant deferral / active EE | $6,514 | $5,164+26.1% | $6,247+4.3% | $3,169+105.6% |
| Admin fee / account holder | $47 | $525-91.1% | $9,243-99.5% | $479-90.3% |