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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,875 |
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 | $27,955 | $54,517-48.7% | $75,972-63.2% | $74,495-62.5% |
| Participation rate | 95.6% | 60.3%+35.3pp | 69.1%+26.5pp | 67.2%+28.4pp |
| Annual return | 51.03% | 31.82%+19.2pp | 359.55%-308.5pp | 1364.94%-1313.9pp |
| Employer contribution / active EE | $1,962 | $1,777+10.4% | $2,685-26.9% | $2,623-25.2% |
| Participant deferral / active EE | $3,370 | $3,066+9.9% | $4,255-20.8% | $4,346-22.4% |
| Admin fee / account holder | $213 | $2,229-90.5% | $6,467-96.7% | $1,942-89.1% |