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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,468 |
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 | $24,065 | $55,415-56.6% | $155,509-84.5% | $74,495-67.7% |
| Participation rate | 78.5% | 61.9%+16.6pp | 78.2%+0.3pp | 67.2%+11.3pp |
| Annual return | 11.57% | 268.50%-256.9pp | 64.67%-53.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,322 | $2,267-41.7% | $4,672-71.7% | $2,623-49.6% |
| Participant deferral / active EE | $1,258 | $2,836-55.6% | $5,626-77.6% | $4,346-71.1% |
| Admin fee / account holder | $121 | $1,738-93.0% | $15,912-99.2% | $1,942-93.8% |