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 | $12,260 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,100 |
ADP BROKER-DEALER3+ years 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 | $50,430 | $67,606-25.4% | $82,313-38.7% | $70,131-28.1% |
| Participation rate | 88.7% | 72.8%+15.9pp | 76.9%+11.8pp | 69.5%+19.1pp |
| Annual return | 15.53% | 21.57%-6.0pp | 25.88%-10.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $834 | $1,755-52.5% | $2,428-65.6% | $2,342-64.4% |
| Participant deferral / active EE | $4,343 | $2,987+45.4% | $3,706+17.2% | $3,332+30.4% |
| Admin fee / account holder | $122 | $4,512-97.3% | $5,608-97.8% | $4,645-97.4% |