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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $6,408 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,359 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
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 | $7,159 | $31,679-77.4% | $74,701-90.4% | $65,185-89.0% |
| Participation rate | 75.8% | 40.4%+35.4pp | 54.5%+21.3pp | 70.2%+5.6pp |
| Annual return | 23.11% | 39.04%-15.9pp | 752.92%-729.8pp | 29.38%-6.3pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $711 | $1,191-40.3% | $1,964-63.8% | $3,514-79.8% |
| Admin fee / account holder | $25 | $379-93.5% | $3,333-99.3% | $847-97.1% |