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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.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,938 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAGEPOINT FINANCIAL INC2 years Filed as: AIG SECURITIES A K A SAGEPOINT ADVI Service code 49 9171 TOWNE CENTER DR SUITE 500 · SAN DIEGO, CA 92122 | Other Services | $0 |
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 | $20,177 | $78,485-74.3% | $106,213-81.0% | $74,495-72.9% |
| Participation rate | 84.8% | 72.8%+11.9pp | 75.3%+9.5pp | 67.2%+17.6pp |
| Annual return | 13.44% | 15.95%-2.5pp | 116.14%-102.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,274 | $2,523-49.5% | $3,171-59.8% | $2,623-51.4% |
| Participant deferral / active EE | $4,786 | $4,322+10.7% | $5,016-4.6% | $4,346+10.1% |
| Admin fee / account holder | $40 | $2,232-98.2% | $11,033-99.6% | $1,942-97.9% |