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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,607 |
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 | $41,252 | $86,929-52.5% | $102,423-59.7% | $80,856-49.0% |
| Participation rate | 86.8% | 72.4%+14.4pp | 76.5%+10.3pp | 67.6%+19.2pp |
| Annual return | 13.97% | 18.88%-4.9pp | 29.32%-15.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,078 | $2,369-54.5% | $3,023-64.4% | $2,755-60.9% |
| Participant deferral / active EE | $4,214 | $4,118+2.3% | $5,053-16.6% | $4,296-1.9% |
| Admin fee / account holder | $90 | $8,049-98.9% | $9,451-99.0% | $6,918-98.7% |