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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.
See the 4-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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,326 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $15,786 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,396 | $71,964-49.4% | $167,512-78.3% | $85,563-57.5% |
| Participation rate | 39.2% | 61.0%-21.8pp | 77.1%-37.9pp | 66.0%-26.8pp |
| Annual return | 18.17% | 18.83%-0.7pp | 1615.79%-1597.6pp | 31.51%-13.3pp |
| Employer contribution / active EE | $575 | $1,875-69.3% | $3,882-85.2% | $2,654-78.3% |
| Participant deferral / active EE | $2,068 | $4,110-49.7% | $6,405-67.7% | $4,375-52.7% |
| Admin fee / account holder | $302 | $815-63.0% | $9,769-96.9% | $834-63.8% |