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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,930 |
Filed as: HAUSER RETIREMENT SOLUTIONS, LLC Service code 15 · EIN 36-4906731 | Recordkeeping | $20,252 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,920 | $46,292-72.1% | $143,757-91.0% | $64,808-80.1% |
| Participation rate | 48.7% | 64.2%-15.5pp | 80.3%-31.6pp | 71.5%-22.8pp |
| Annual return | 16.13% | -10.05%+26.2pp | -0.04%+16.2pp | 32.82%-16.7pp |
| Employer contribution / active EE | $634 | $1,910-66.8% | $4,951-87.2% | $2,506-74.7% |
| Participant deferral / active EE | $2,212 | $2,646-16.4% | $5,637-60.8% | $4,310-48.7% |
| Admin fee / account holder | $107 | $154-30.2% | $14,673-99.3% | $188-42.8% |