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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,485 | $91,190-81.9% | $178,490-90.8% | $79,858-79.4% |
| Participation rate | 76.7% | 69.2%+7.5pp | 81.9%-5.3pp | 69.6%+7.0pp |
| Annual return | 16.46% | 24.19%-7.7pp | 151.07%-134.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $301 | $3,256-90.8% | $5,011-94.0% | $2,471-87.8% |
| Participant deferral / active EE | $1,711 | $3,236-47.1% | $5,202-67.1% | $3,740-54.3% |
| Admin fee / account holder | $67 | $6,751-99.0% | $13,984-99.5% | $5,306-98.7% |