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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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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,692 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 2000 WESTCHESTER AVENUE · PURCHASE, NY 10577 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,712 | $45,073-38.5% | $69,455-60.1% | $72,985-62.0% |
| Participation rate | 94.7% | 68.5%+26.2pp | 74.6%+20.1pp | 69.5%+25.3pp |
| Annual return | 19.70% | 22.65%-2.9pp | 28.97%-9.3pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,800 | $2,054+36.3% | $2,779+0.8% | $2,440+14.8% |
| Participant deferral / active EE | $4,035 | $2,602+55.1% | $3,535+14.1% | $3,607+11.8% |
| Admin fee / account holder | $46 | $3,056-98.5% | $3,839-98.8% | $5,124-99.1% |