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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,495 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $9,607 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,627 | $102,317-80.8% | $146,958-86.6% | $80,856-75.7% |
| Participation rate | 85.9% | 75.8%+10.1pp | 82.2%+3.8pp | 67.6%+18.3pp |
| Annual return | 13.74% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,608 | $3,713-56.7% | $4,933-67.4% | $2,755-41.6% |
| Participant deferral / active EE | $3,588 | $6,644-46.0% | $8,070-55.5% | $4,296-16.5% |
| Admin fee / account holder | $176 | $7,941-97.8% | $12,998-98.6% | $6,918-97.5% |