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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,774 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $19,873 |
ADP BROKER-DEALER6 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,661 | $101,317-63.8% | $146,958-75.1% | $74,495-50.8% |
| Participation rate | 79.4% | 75.5%+3.8pp | 82.2%-2.8pp | 67.2%+12.2pp |
| Annual return | 13.98% | 8730.91%-8716.9pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,170 | $3,810-43.0% | $4,933-56.0% | $2,623-17.3% |
| Participant deferral / active EE | $5,229 | $7,303-28.4% | $8,070-35.2% | $4,346+20.3% |
| Admin fee / account holder | $290 | $1,739-83.3% | $12,998-97.8% | $1,942-85.0% |