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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $852 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 176 FEDERAL STREET MEZZANINE · BOSTON, MA 02110 | 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).
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 | $90,813 | $65,376+38.9% | $87,100+4.3% | $65,185+39.3% |
| Participation rate | 41.7% | 75.3%-33.7pp | 76.9%-35.2pp | 70.2%-28.5pp |
| Annual return | 28.07% | 31.27%-3.2pp | 28.19%-0.1pp | 29.38%-1.3pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,190 | $3,388-35.4% | $4,049-45.9% | $3,514-37.7% |
| Admin fee / account holder | $13 | $520-97.6% | $7,497-99.8% | $847-98.5% |