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 4-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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,421 |
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 | $37,934 | $101,317-62.6% | $146,958-74.2% | $74,495-49.1% |
| Participation rate | 82.0% | 75.5%+6.5pp | 82.2%-0.1pp | 67.2%+14.8pp |
| Annual return | 37.78% | 8730.91%-8693.1pp | 418.34%-380.6pp | 1364.94%-1327.2pp |
| Employer contribution / active EE | $3,118 | $3,810-18.2% | $4,933-36.8% | $2,623+18.9% |
| Participant deferral / active EE | $7,389 | $7,303+1.2% | $8,070-8.4% | $4,346+70.0% |
| Admin fee / account holder | $163 | $1,739-90.6% | $12,998-98.7% | $1,942-91.6% |