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 6-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 | $1,580 |
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 | $45,232 | $101,317-55.4% | $146,958-69.2% | $74,495-39.3% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 28.38% | 8730.91%-8702.5pp | 418.34%-390.0pp | 1364.94%-1336.6pp |
| Employer contribution / active EE | $5,402 | $3,810+41.8% | $4,933+9.5% | $2,623+105.9% |
| Participant deferral / active EE | $14,139 | $7,303+93.6% | $8,070+75.2% | $4,346+225.4% |
| Admin fee / account holder | $11 | $1,739-99.4% | $12,998-99.9% | $1,942-99.4% |