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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,909 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $28,791 | $81,625-64.7% | $167,512-82.8% | $74,304-61.3% |
| Participation rate | 86.0% | 60.0%+26.0pp | 77.1%+8.9pp | 60.3%+25.7pp |
| Annual return | 14.75% | 26.09%-11.3pp | 1615.79%-1601.0pp | 29.43%-14.7pp |
| Employer contribution / active EE | $2,084 | $2,010+3.7% | $3,882-46.3% | $2,241-7.0% |
| Participant deferral / active EE | $2,987 | $4,115-27.4% | $6,405-53.4% | $3,767-20.7% |
| Admin fee / account holder | $59 | $3,474-98.3% | $9,769-99.4% | $2,969-98.0% |