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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,703 |
LPL FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $9,585 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,185 | $26,114-15.0% | $58,482-62.1% | $74,419-70.2% |
| Participation rate | 49.8% | 32.1%+17.7pp | 50.9%-1.1pp | 70.7%-20.9pp |
| Annual return | 18.37% | 32.51%-14.1pp | 4239.32%-4221.0pp | 34.38%-16.0pp |
| Employer contribution / active EE | $1,059 | $536+97.7% | $1,053+0.5% | $2,637-59.9% |
| Participant deferral / active EE | $1,952 | $1,075+81.7% | $1,924+1.5% | $4,528-56.9% |
| Admin fee / account holder | $162 | $649-75.1% | $2,516-93.6% | $348-53.5% |