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 7-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 | $1,610 |
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 | $36,356 | $101,317-64.1% | $146,958-75.3% | $74,495-51.2% |
| Participation rate | 95.8% | 75.5%+20.3pp | 82.2%+13.6pp | 67.2%+28.6pp |
| Annual return | 21.62% | 8730.91%-8709.3pp | 418.34%-396.7pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $4,906 | $3,810+28.8% | $4,933-0.5% | $2,623+87.0% |
| Participant deferral / active EE | $8,209 | $7,303+12.4% | $8,070+1.7% | $4,346+88.9% |
| Admin fee / account holder | $9 | $1,739-99.5% | $12,998-99.9% | $1,942-99.5% |