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 | $16,283 |
NATIONAL WEALTH MANAGEMENT1 year Service code 15 · EIN 20-3063471 | Recordkeeping | $9,000 |
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 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 | $18,817 | $50,385-62.7% | $75,670-75.1% | $62,292-69.8% |
| Participation rate | 50.9% | 67.7%-16.8pp | 72.3%-21.4pp | 69.5%-18.6pp |
| Annual return | 14.49% | 19.90%-5.4pp | 27.34%-12.9pp | 28.90%-14.4pp |
| Employer contribution / active EE | $942 | $1,537-38.7% | $2,352-60.0% | $2,042-53.9% |
| Participant deferral / active EE | $1,452 | $2,445-40.6% | $3,142-53.8% | $3,169-54.2% |
| Admin fee / account holder | $204 | $384-46.9% | $5,800-96.5% | $479-57.5% |