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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,550 |
ADP BROKER-DEALER3 years 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 | $18,254 | $49,138-62.9% | $84,015-78.3% | $65,185-72.0% |
| Participation rate | 99.2% | 60.7%+38.5pp | 69.0%+30.2pp | 70.2%+29.0pp |
| Annual return | 20.58% | 23.00%-2.4pp | 71.31%-50.7pp | 29.38%-8.8pp |
| Employer contribution / active EE | $947 | $914+3.6% | $1,983-52.3% | $2,177-56.5% |
| Participant deferral / active EE | $4,446 | $2,397+85.5% | $3,239+37.3% | $3,514+26.5% |
| Admin fee / account holder | $7 | $543-98.8% | $6,101-99.9% | $847-99.2% |