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 9-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 | $13,722 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,278 | $45,073-35.0% | $69,455-57.8% | $72,985-59.9% |
| Participation rate | 84.7% | 68.5%+16.3pp | 74.6%+10.1pp | 69.5%+15.3pp |
| Annual return | 4.75% | 22.65%-17.9pp | 28.97%-24.2pp | 81.00%-76.2pp |
| Employer contribution / active EE | $1,095 | $2,054-46.7% | $2,779-60.6% | $2,440-55.1% |
| Participant deferral / active EE | $1,962 | $2,602-24.6% | $3,535-44.5% | $3,607-45.6% |
| Admin fee / account holder | $242 | $3,056-92.1% | $3,839-93.7% | $5,124-95.3% |