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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,384 |
CADARET GRANT & CO INC1 year Service code 15 · EIN 22-2361254 | Recordkeeping | $11,006 |
ADP BROKER-DEALER6 years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,711 | $56,053-59.5% | $75,972-70.1% | $80,856-71.9% |
| Participation rate | 89.4% | 62.0%+27.4pp | 69.1%+20.4pp | 67.6%+21.8pp |
| Annual return | 12.67% | 20.53%-7.9pp | 359.55%-346.9pp | 35.59%-22.9pp |
| Employer contribution / active EE | $611 | $1,874-67.4% | $2,685-77.2% | $2,755-77.8% |
| Participant deferral / active EE | $5,732 | $3,052+87.8% | $4,255+34.7% | $4,296+33.4% |
| Admin fee / account holder | $239 | $5,234-95.4% | $6,467-96.3% | $6,918-96.5% |