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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,665 | $51,466-71.5% | $78,778-81.4% | $62,292-76.5% |
| Participation rate | 98.3% | 59.8%+38.5pp | 69.2%+29.1pp | 69.5%+28.7pp |
| Annual return | 21.72% | 19.96%+1.8pp | 35.62%-13.9pp | 28.90%-7.2pp |
| Employer contribution / active EE | $875 | $827+5.8% | $1,986-55.9% | $2,042-57.2% |
| Participant deferral / active EE | $2,801 | $2,147+30.4% | $2,958-5.3% | $3,169-11.6% |
| Admin fee / account holder | $13 | $489-97.2% | $5,134-99.7% | $479-97.2% |