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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $235 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $31,138 | $54,762-43.1% | $90,281-65.5% | $72,985-57.3% |
| Participation rate | 96.4% | 65.1%+31.2pp | 73.3%+23.1pp | 69.5%+26.9pp |
| Annual return | 19.55% | 30.63%-11.1pp | 78.10%-58.5pp | 81.00%-61.5pp |
| Employer contribution / active EE | $595 | $2,092-71.6% | $2,854-79.2% | $2,440-75.6% |
| Participant deferral / active EE | $2,466 | $2,887-14.6% | $3,885-36.5% | $3,607-31.6% |
| Admin fee / account holder | $166 | $3,972-95.8% | $5,351-96.9% | $5,124-96.8% |