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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,586 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC Service code 49 12325 PORT GRACE BLVD · ORANGEBURG, SC 29118 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,080 | $93,571-61.4% | $135,903-73.5% | $75,163-52.0% |
| Participation rate | 57.9% | 75.2%-17.3pp | 81.9%-24.0pp | 67.2%-9.3pp |
| Annual return | 15.41% | 30.90%-15.5pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,548 | $3,537-56.2% | $4,856-68.1% | $2,670-42.0% |
| Participant deferral / active EE | $4,846 | $6,404-24.3% | $7,758-37.5% | $4,125+17.5% |
| Admin fee / account holder | $156 | $6,975-97.8% | $10,762-98.5% | $5,651-97.2% |