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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,189 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $9,866 |
ADP BROKER-DEALER10+ 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).
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 | $19,850 | $55,415-64.2% | $155,509-87.2% | $74,495-73.4% |
| Participation rate | 92.2% | 61.9%+30.3pp | 78.2%+14.0pp | 67.2%+25.0pp |
| Annual return | 17.35% | 268.50%-251.1pp | 64.67%-47.3pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $1,554 | $2,267-31.5% | $4,672-66.7% | $2,623-40.8% |
| Participant deferral / active EE | $3,779 | $2,836+33.2% | $5,626-32.8% | $4,346-13.1% |
| Admin fee / account holder | $94 | $1,738-94.6% | $15,912-99.4% | $1,942-95.2% |