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 9-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,899 |
ALMICH & ASSOCIATES4 years Service code 15 · EIN 33-0526284 | Recordkeeping | $10,500 |
Employer contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,265 | $91,762-75.7% | $67,502-67.0% | $77,643-71.3% |
| Participation rate | 74.9% | 75.9%-1.0pp | 72.9%+2.0pp | 70.6%+4.3pp |
| Annual return | 21.28% | 14.87%+6.4pp | 3512.12%-3490.8pp | 31.24%-10.0pp |
| Employer contribution / active EE | $902 | $3,181-71.6% | $2,731-67.0% | $2,726-66.9% |
| Participant deferral / active EE | $2,590 | $3,903-33.6% | $4,000-35.2% | $4,647-44.3% |
| Admin fee / account holder | $203 | $176+15.6% | $3,998-94.9% | $430-52.7% |