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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,658 |
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 | $29,859 | $66,813-55.3% | $100,516-70.3% | $73,488-59.4% |
| Participation rate | 91.4% | 77.5%+13.9pp | 79.4%+12.0pp | 70.7%+20.7pp |
| Annual return | 0.00% | 25.70%-25.7pp | 30.89%-30.9pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,362 | $2,147-36.5% | $3,418-60.1% | $2,270-40.0% |
| Participant deferral / active EE | $6,103 | $5,883+3.7% | $6,270-2.7% | $3,740+63.2% |
| Admin fee / account holder | $122 | $512-76.3% | $8,081-98.5% | $513-76.3% |