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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,125 |
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 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 | $34,300 | $85,766-60.0% | $136,294-74.8% | $70,131-51.1% |
| Participation rate | 99.0% | 74.2%+24.8pp | 81.9%+17.1pp | 69.5%+29.4pp |
| Annual return | 22.75% | 31.45%-8.7pp | 5155.94%-5133.2pp | 73.14%-50.4pp |
| Employer contribution / active EE | $3,382 | $2,966+14.0% | $4,695-28.0% | $2,342+44.4% |
| Participant deferral / active EE | $6,010 | $5,051+19.0% | $6,247-3.8% | $3,332+80.4% |
| Admin fee / account holder | $23 | $5,420-99.6% | $9,243-99.8% | $4,645-99.5% |