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 | $51,090 |
HORNOR TOWNSEND & KENT INC2 years Filed as: HORNOR, TOWNSEND & KENT, LLC Service code 15 · EIN 23-0952300 | Recordkeeping | $25,852 |
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 | $17,465 | $71,964-75.7% | $167,512-89.6% | $85,563-79.6% |
| Participation rate | 88.7% | 61.0%+27.7pp | 77.1%+11.6pp | 66.0%+22.7pp |
| Annual return | 19.42% | 18.83%+0.6pp | 1615.79%-1596.4pp | 31.51%-12.1pp |
| Employer contribution / active EE | $1,039 | $1,875-44.6% | $3,882-73.2% | $2,654-60.9% |
| Participant deferral / active EE | $3,417 | $4,110-16.9% | $6,405-46.6% | $4,375-21.9% |
| Admin fee / account holder | $214 | $815-73.8% | $9,769-97.8% | $834-74.4% |