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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $650 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | 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 | $41,243 | $80,753-48.9% | $136,294-69.7% | $62,292-33.8% |
| Participation rate | 89.3% | 73.5%+15.7pp | 81.9%+7.3pp | 69.5%+19.8pp |
| Annual return | 59.09% | 35.83%+23.3pp | 5155.94%-5096.8pp | 28.90%+30.2pp |
| Employer contribution / active EE | $4,883 | $2,884+69.3% | $4,695+4.0% | $2,042+139.1% |
| Participant deferral / active EE | $12,234 | $5,164+136.9% | $6,247+95.8% | $3,169+286.1% |
| Admin fee / account holder | $3 | $525-99.4% | $9,243-100.0% | $479-99.3% |