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 9-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 | $12,866 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,703 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $18,966 | $51,576-63.2% | $129,207-85.3% | $80,856-76.5% |
| Participation rate | 91.3% | 57.0%+34.3pp | 69.6%+21.7pp | 67.6%+23.7pp |
| Annual return | 12.55% | 20.81%-8.3pp | 9417.33%-9404.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,916 | $1,584+21.0% | $4,153-53.9% | $2,755-30.4% |
| Participant deferral / active EE | $3,567 | $2,669+33.7% | $4,168-14.4% | $4,296-17.0% |
| Admin fee / account holder | $122 | $4,305-97.2% | $7,715-98.4% | $6,918-98.2% |