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 3-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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,974 |
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 | $5,901 | $31,310-81.2% | $53,898-89.1% | $74,304-92.1% |
| Participation rate | 83.3% | 30.7%+52.6pp | 55.0%+28.3pp | 60.3%+22.9pp |
| Annual return | 22.24% | 23.16%-0.9pp | 528.60%-506.4pp | 29.43%-7.2pp |
| Employer contribution / active EE | $812 | $450+80.5% | $932-12.9% | $2,241-63.8% |
| Participant deferral / active EE | $1,820 | $934+94.8% | $1,826-0.4% | $3,767-51.7% |
| Admin fee / account holder | $62 | $2,175-97.2% | $2,491-97.5% | $2,969-97.9% |