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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,946 |
ADP BROKER-DEALER2 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,152 | $47,922-47.5% | $75,886-66.9% | $65,185-61.4% |
| Participation rate | 93.8% | 63.0%+30.8pp | 69.3%+24.6pp | 70.2%+23.6pp |
| Annual return | 22.86% | 24.12%-1.3pp | 30.76%-7.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $2,175 | $1,557+39.7% | $2,500-13.0% | $2,177-0.1% |
| Participant deferral / active EE | $3,734 | $2,550+46.4% | $3,603+3.6% | $3,514+6.3% |
| Admin fee / account holder | $44 | $532-91.8% | $5,418-99.2% | $847-94.8% |