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 | $20,874 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,293 | $51,620-62.6% | $90,281-78.6% | $65,185-70.4% |
| Participation rate | 93.6% | 68.6%+25.0pp | 73.3%+20.4pp | 70.2%+23.4pp |
| Annual return | 21.99% | 24.94%-2.9pp | 78.10%-56.1pp | 29.38%-7.4pp |
| Employer contribution / active EE | $387 | $2,235-82.7% | $2,854-86.4% | $2,177-82.2% |
| Participant deferral / active EE | $3,398 | $2,871+18.4% | $3,885-12.6% | $3,514-3.3% |
| Admin fee / account holder | $226 | $384-41.3% | $5,351-95.8% | $847-73.4% |