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 |
|---|---|---|
Service code 15 · EIN 94-3397213 | Recordkeeping | $6,890 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,532 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,297 | $59,186-40.4% | $76,768-54.0% | $56,287-37.3% |
| Participation rate | 69.5% | 75.2%-5.7pp | 77.0%-7.4pp | 69.9%-0.3pp |
| Annual return | 3.81% | 6.62%-2.8pp | 2.43%+1.4pp | -9.96%+13.8pp |
| Employer contribution / active EE | $4 | $1,759-99.7% | $2,485-99.8% | $2,111-99.8% |
| Participant deferral / active EE | $7,869 | $3,255+141.8% | $3,852+104.3% | $3,350+134.9% |
| Admin fee / account holder | $99 | $489-79.7% | $6,675-98.5% | $521-80.9% |