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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,985 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $6,601 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $20,008 | $48,750-59.0% | $88,946-77.5% | $74,304-73.1% |
| Participation rate | 87.5% | 44.5%+43.0pp | 68.8%+18.7pp | 60.3%+27.2pp |
| Annual return | 18.61% | 25.91%-7.3pp | 57.82%-39.2pp | 29.43%-10.8pp |
| Employer contribution / active EE | $512 | $1,255-59.2% | $2,555-80.0% | $2,241-77.2% |
| Participant deferral / active EE | $1,781 | $2,423-26.5% | $4,581-61.1% | $3,767-52.7% |
| Admin fee / account holder | $207 | $3,756-94.5% | $8,261-97.5% | $2,969-93.0% |