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 8-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 | $8,540 |
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 | $16,454 | $62,573-73.7% | $85,682-80.8% | $85,850-80.8% |
| Participation rate | 97.9% | 61.1%+36.8pp | 69.9%+28.1pp | 69.3%+28.6pp |
| Annual return | 11.82% | 23.77%-12.0pp | 21.49%-9.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $2,135 | $1,757+21.5% | $2,618-18.5% | $2,565-16.8% |
| Participant deferral / active EE | $3,595 | $2,802+28.3% | $3,923-8.3% | $3,952-9.0% |
| Admin fee / account holder | $73 | $4,640-98.4% | $6,873-98.9% | $6,260-98.8% |