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 10-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,662 |
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $10,310 |
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).
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 | $10,628 | $65,322-83.7% | $70,449-84.9% | $73,488-85.5% |
| Participation rate | 95.7% | 77.0%+18.7pp | 75.1%+20.6pp | 70.7%+25.0pp |
| Annual return | 15.32% | 15.71%-0.4pp | 109.03%-93.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $769 | $2,460-68.7% | $2,737-71.9% | $2,270-66.1% |
| Participant deferral / active EE | $2,606 | $3,375-22.8% | $3,709-29.7% | $3,740-30.3% |
| Admin fee / account holder | $171 | $214-20.1% | $3,845-95.6% | $513-66.7% |