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 | $1,141 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,035 | $69,010-89.8% | $159,960-95.6% | $68,494-89.7% |
| Participation rate | 91.3% | 65.4%+25.8pp | 78.0%+13.3pp | 67.9%+23.4pp |
| Annual return | -16.52% | -9.65%-6.9pp | 408.60%-425.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,197 | $2,213-45.9% | $4,226-71.7% | $2,596-53.9% |
| Participant deferral / active EE | $1,799 | $4,212-57.3% | $6,182-70.9% | $4,027-55.3% |
| Admin fee / account holder | $8 | $4,798-99.8% | $8,698-99.9% | $5,403-99.9% |