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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $17,202 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,369 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER-DEALER0 Service code 99 | Other Fees | $0 |
ADP BROKER-DEALER1 year Filed as: ADP-BROKER- DEALER Service code 99 | Other Fees | $0 |
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 | $30,752 | $68,719-55.2% | $91,541-66.4% | $84,808-63.7% |
| Participation rate | 78.9% | 64.5%+14.4pp | 69.8%+9.1pp | 68.3%+10.6pp |
| Annual return | 13.58% | 19.12%-5.5pp | 20.50%-6.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,333 | $3,136-57.5% | $4,008-66.7% | $4,212-68.3% |
| Admin fee / account holder | $99 | $5,786-98.3% | $6,956-98.6% | $7,344-98.6% |