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 |
|---|---|---|
SRPC, INC4 years Service code 15 · EIN 81-2204426 | Recordkeeping | $16,377 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,535 |
ADP BROKER-DEALER4 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,690 | $67,984-71.0% | $65,493-69.9% | $74,304-73.5% |
| Participation rate | 91.8% | 66.3%+25.5pp | 73.1%+18.7pp | 60.3%+31.4pp |
| Annual return | 37.55% | 19.87%+17.7pp | 982.45%-944.9pp | 29.43%+8.1pp |
| Employer contribution / active EE | $3,573 | $2,491+43.4% | $2,574+38.8% | $2,241+59.4% |
| Participant deferral / active EE | $2,411 | $3,346-28.0% | $3,961-39.1% | $3,767-36.0% |
| Admin fee / account holder | $94 | $1,373-93.2% | $5,028-98.1% | $2,969-96.8% |