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 4-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 | $135,065 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP LLC Service code 15 · EIN 37-6572947 | Recordkeeping | $9,690 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,912 | $53,136-96.4% | $155,509-98.8% | $199,593-99.0% |
| Participation rate | 79.6% | 64.1%+15.5pp | 78.2%+1.4pp | 72.0%+7.6pp |
| Annual return | 4.85% | 41.15%-36.3pp | 64.67%-59.8pp | 34.25%-29.4pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,120 | $3,161-64.6% | $5,626-80.1% | $5,087-78.0% |
| Admin fee / account holder | $86 | $185-53.6% | $15,912-99.5% | $269-68.0% |