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 | $1,530 |
ADP BROKER-DEALER2 years 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,490 | $66,813-36.4% | $100,516-57.7% | $73,488-42.2% |
| Participation rate | 75.5% | 77.5%-1.9pp | 79.4%-3.9pp | 70.7%+4.9pp |
| Annual return | 40.30% | 25.70%+14.6pp | 30.89%+9.4pp | 28.51%+11.8pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,053 | $5,883+53.9% | $6,270+44.4% | $3,740+142.1% |
| Admin fee / account holder | $8 | $512-98.5% | $8,081-99.9% | $513-98.5% |