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 15 · EIN 13-5674085 | Recordkeeping | $17,137 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,340 |
ADP BROKER-DEALER3 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 | $26,847 | $124,414-78.4% | $115,157-76.7% | $67,579-60.3% |
| Participation rate | 51.2% | 58.1%-6.9pp | 75.9%-24.7pp | 71.3%-20.1pp |
| Annual return | 18.86% | 29.40%-10.5pp | 35.60%-16.7pp | 378.56%-359.7pp |
| Employer contribution / active EE | $1,235 | $1,454-15.1% | $3,179-61.1% | $2,148-42.5% |
| Participant deferral / active EE | $2,299 | $2,331-1.4% | $4,168-44.8% | $3,539-35.0% |
| Admin fee / account holder | $99 | $361-72.6% | $7,088-98.6% | $142-30.3% |