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 | $2,739 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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 | $53,610 | $58,879-8.9% | $178,490-70.0% | $73,488-27.0% |
| Participation rate | 85.1% | 66.2%+18.9pp | 81.9%+3.2pp | 70.7%+14.5pp |
| Annual return | 22.21% | 24.86%-2.7pp | 151.07%-128.9pp | 28.51%-6.3pp |
| Employer contribution / active EE | $2,513 | $2,236+12.4% | $5,011-49.8% | $2,270+10.7% |
| Participant deferral / active EE | $3,727 | $2,567+45.2% | $5,202-28.4% | $3,740-0.3% |
| Admin fee / account holder | $218 | $400-45.4% | $13,984-98.4% | $513-57.4% |