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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 |
|---|---|---|
SANTOS POSTAL & COMPANY PC1 year Filed as: SANTOS, POSTAL & COMPANY, P.C. Service code 10 · EIN 52-1659352 | Accounting | $11,500 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,715 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
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 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 | $27,544 | $46,100-40.3% | $86,590-68.2% | $69,631-60.4% |
| Participation rate | 24.0% | 67.2%-43.1pp | 73.5%-49.5pp | 70.7%-46.7pp |
| Annual return | 13.60% | 21.02%-7.4pp | 964.84%-951.2pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $199 | $1,850-89.2% | $2,839-93.0% | $2,032-90.2% |
| Participant deferral / active EE | $757 | $2,432-68.9% | $3,609-79.0% | $3,224-76.5% |
| Admin fee / account holder | $21 | $94-77.2% | $4,906-99.6% | $110-80.6% |