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 8-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 | $16,082 |
KNAV P.A.1 year Service code 15 · EIN 20-2751082 | Recordkeeping | $8,000 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MML INVESTORS Service code 49 100 QUENTIN ROOSEVELT BLVD · GARDEN CITY, NY 11530 | Other Services | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,769 | $25,302-73.2% | $74,701-90.9% | $67,579-90.0% |
| Participation rate | 59.2% | 37.8%+21.3pp | 54.5%+4.7pp | 71.3%-12.1pp |
| Annual return | 32.43% | 10291.17%-10258.7pp | 752.92%-720.5pp | 378.56%-346.1pp |
| Employer contribution / active EE | $628 | $446+40.7% | $1,084-42.0% | $2,148-70.8% |
| Participant deferral / active EE | $1,435 | $954+50.5% | $1,964-26.9% | $3,539-59.4% |
| Admin fee / account holder | $74 | $108-31.2% | $3,333-97.8% | $142-47.9% |