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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.
See the 8-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 |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC. Service code 15 · EIN 11-3600438 | Recordkeeping | $5,966 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,640 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
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 | $8,110 | $47,922-83.1% | $75,886-89.3% | $65,185-87.6% |
| Participation rate | 90.3% | 63.0%+27.4pp | 69.3%+21.1pp | 70.2%+20.1pp |
| Annual return | 24.74% | 24.12%+0.6pp | 30.76%-6.0pp | 29.38%-4.6pp |
| Employer contribution / active EE | $1,863 | $1,557+19.7% | $2,500-25.5% | $2,177-14.4% |
| Participant deferral / active EE | $3,022 | $2,550+18.5% | $3,603-16.1% | $3,514-14.0% |
| Admin fee / account holder | $43 | $532-91.8% | $5,418-99.2% | $847-94.9% |