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 | $21,751 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,220 |
ADP BROKER-DEALER2+ years 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 | $54,897 | $63,299-13.3% | $91,001-39.7% | $62,292-11.9% |
| Participation rate | 50.4% | 73.3%-22.9pp | 75.6%-25.2pp | 69.5%-19.1pp |
| Annual return | 17.44% | 20.99%-3.6pp | 4.60%+12.8pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,019 | $1,807-43.6% | $2,456-58.5% | $2,042-50.1% |
| Participant deferral / active EE | $2,985 | $2,943+1.5% | $3,547-15.8% | $3,169-5.8% |
| Admin fee / account holder | $34 | $468-92.8% | $5,417-99.4% | $479-93.0% |