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 9-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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,040 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 15 · EIN 39-6037917 | Recordkeeping | $8,663 |
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.
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 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 | $35,911 | $86,332-58.4% | $125,175-71.3% | $65,185-44.9% |
| Participation rate | 65.8% | 75.3%-9.5pp | 79.8%-14.0pp | 70.2%-4.4pp |
| Annual return | 28.29% | 27.43%+0.9pp | 43.79%-15.5pp | 29.38%-1.1pp |
| Employer contribution / active EE | $3,066 | $2,040+50.3% | $3,865-20.7% | $2,177+40.8% |
| Participant deferral / active EE | $4,788 | $3,537+35.4% | $4,937-3.0% | $3,514+36.3% |
| Admin fee / account holder | $167 | $609-72.6% | $9,702-98.3% | $847-80.3% |