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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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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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,219 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC. Service code 15 · EIN 11-2551174 | Recordkeeping | $7,602 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,667 | $52,293-35.6% | $178,490-81.1% | $73,409-54.1% |
| Participation rate | 49.4% | 65.3%-15.9pp | 81.9%-32.5pp | 72.2%-22.8pp |
| Annual return | 20.50% | 34.75%-14.2pp | 151.07%-130.6pp | 59.29%-38.8pp |
| Employer contribution / active EE | $44 | $1,735-97.5% | $5,011-99.1% | $2,234-98.0% |
| Participant deferral / active EE | $1,565 | $2,332-32.9% | $5,202-69.9% | $3,805-58.9% |
| Admin fee / account holder | $72 | $127-43.8% | $13,984-99.5% | $158-54.7% |