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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.
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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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,629 |
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC. Service code 15 · EIN 11-3600438 | Recordkeeping | $9,807 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,489 | $54,517-93.6% | $75,972-95.4% | $74,495-95.3% |
| Participation rate | 88.7% | 60.3%+28.4pp | 69.1%+19.6pp | 67.2%+21.5pp |
| Annual return | 8.92% | 31.82%-22.9pp | 359.55%-350.6pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,278 | $3,066-58.3% | $4,255-70.0% | $4,346-70.6% |
| Admin fee / account holder | $43 | $2,229-98.1% | $6,467-99.3% | $1,942-97.8% |