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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,186 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $17,454 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,112 | $86,286-47.7% | $111,297-59.5% | $85,850-47.5% |
| Participation rate | 92.0% | 73.3%+18.6pp | 77.3%+14.6pp | 69.3%+22.6pp |
| Annual return | 13.45% | 19.99%-6.5pp | 54.65%-41.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,603 | $2,043-21.5% | $2,731-41.3% | $2,565-37.5% |
| Participant deferral / active EE | $5,435 | $3,641+49.3% | $4,487+21.1% | $3,952+37.5% |
| Admin fee / account holder | $386 | $8,188-95.3% | $7,964-95.2% | $6,260-93.8% |