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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,226 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 4018 WHARTON TURN · BOWIE, MD 20715 | 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 | $21,885 | $69,763-68.6% | $67,502-67.6% | $74,495-70.6% |
| Participation rate | 99.5% | 71.4%+28.1pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 15.82% | -40.34%+56.2pp | 3512.12%-3496.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,706 | $2,704-36.9% | $2,731-37.5% | $2,623-35.0% |
| Participant deferral / active EE | $1,608 | $3,636-55.8% | $4,000-59.8% | $4,346-63.0% |
| Admin fee / account holder | $41 | $896-95.4% | $3,998-99.0% | $1,942-97.9% |