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 5-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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,654 |
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 | $5,123 | $34,934-85.3% | $56,411-90.9% | $74,495-93.1% |
| Participation rate | 79.1% | 32.8%+46.2pp | 52.5%+26.6pp | 67.2%+11.9pp |
| Annual return | 13.68% | 25.94%-12.3pp | 1701.33%-1687.6pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,638 | $1,170+39.9% | $1,952-16.1% | $4,346-62.3% |
| Admin fee / account holder | $42 | $2,364-98.2% | $2,829-98.5% | $1,942-97.8% |