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 52 · EIN 13-5674085 | Indirect Investment Fees | $32,510 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,255 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $82,429 | $63,299+30.2% | $91,001-9.4% | $62,292+32.3% |
| Participation rate | 51.8% | 73.3%-21.6pp | 75.6%-23.8pp | 69.5%-17.8pp |
| Annual return | 19.59% | 20.99%-1.4pp | 4.60%+15.0pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,183 | $1,807-34.5% | $2,456-51.8% | $2,042-42.0% |
| Participant deferral / active EE | $2,311 | $2,943-21.5% | $3,547-34.8% | $3,169-27.1% |
| Admin fee / account holder | $17 | $468-96.5% | $5,417-99.7% | $479-96.6% |