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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,736 |
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 | $53,696 | $54,705-1.8% | $71,209-24.6% | $84,808-36.7% |
| Participation rate | 79.5% | 64.1%+15.4pp | 73.8%+5.8pp | 68.3%+11.2pp |
| Annual return | 29.03% | 35.90%-6.9pp | 282.51%-253.5pp | 40.90%-11.9pp |
| Employer contribution / active EE | $3,612 | $2,158+67.4% | $2,721+32.8% | $2,631+37.3% |
| Participant deferral / active EE | $8,201 | $3,030+170.6% | $4,175+96.4% | $4,212+94.7% |
| Admin fee / account holder | $217 | $4,863-95.5% | $5,349-95.9% | $7,344-97.1% |