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 8-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,350 |
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 | $17,097 | $65,061-73.7% | $143,757-88.1% | $66,914-74.5% |
| Participation rate | 95.3% | 65.2%+30.2pp | 80.3%+15.0pp | 69.8%+25.5pp |
| Annual return | -7.88% | -11.14%+3.3pp | -0.04%-7.8pp | 1.58%-9.5pp |
| Employer contribution / active EE | $2,470 | $2,361+4.6% | $4,951-50.1% | $2,544-2.9% |
| Participant deferral / active EE | $3,825 | $2,919+31.0% | $5,637-32.2% | $4,237-9.7% |
| Admin fee / account holder | $31 | $502-93.9% | $14,673-99.8% | $593-94.8% |