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 |
|---|---|---|
NOYES ADVISORS LLC1 year Service code 15 · EIN 47-3162022 | Recordkeeping | $16,686 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,030 |
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 | $31,785 | $54,517-41.7% | $75,972-58.2% | $74,495-57.3% |
| Participation rate | 89.1% | 60.3%+28.7pp | 69.1%+20.0pp | 67.2%+21.9pp |
| Annual return | 10.87% | 31.82%-20.9pp | 359.55%-348.7pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,459 | $1,777-17.9% | $2,685-45.6% | $2,623-44.4% |
| Participant deferral / active EE | $5,037 | $3,066+64.3% | $4,255+18.4% | $4,346+15.9% |
| Admin fee / account holder | $122 | $2,229-94.5% | $6,467-98.1% | $1,942-93.7% |