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 6-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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $18,456 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,512 |
ADP BROKER-DEALER6+ 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 | $36,866 | $79,171-53.4% | $102,423-64.0% | $74,495-50.5% |
| Participation rate | 70.6% | 74.8%-4.2pp | 76.5%-5.9pp | 67.2%+3.4pp |
| Annual return | 16.89% | 54.93%-38.0pp | 29.32%-12.4pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,199 | $2,362-6.9% | $3,023-27.3% | $2,623-16.2% |
| Participant deferral / active EE | $3,585 | $4,415-18.8% | $5,053-29.0% | $4,346-17.5% |
| Admin fee / account holder | $166 | $2,001-91.7% | $9,451-98.2% | $1,942-91.4% |