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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,419 |
NATIONAL WEALTH MANAGEMENT3 years Service code 15 · EIN 20-3063471 | Recordkeeping | $15,352 |
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 | $30,298 | $55,790-45.7% | $76,817-60.6% | $67,579-55.2% |
| Participation rate | 42.5% | 71.1%-28.5pp | 72.1%-29.5pp | 71.3%-28.7pp |
| Annual return | 21.70% | 64.45%-42.7pp | 1166.11%-1144.4pp | 378.56%-356.9pp |
| Employer contribution / active EE | $965 | $1,810-46.7% | $2,302-58.1% | $2,148-55.1% |
| Participant deferral / active EE | $1,655 | $2,875-42.4% | $3,336-50.4% | $3,539-53.2% |
| Admin fee / account holder | $254 | $159+59.7% | $6,420-96.0% | $142+78.6% |