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 |
|---|---|---|
NATIONAL WEALTH MANAGEMENT4 years Service code 15 · EIN 20-3063471 | Recordkeeping | $18,604 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,628 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,419 | $61,473-39.1% | $81,930-54.3% | $73,409-49.0% |
| Participation rate | 42.7% | 72.4%-29.7pp | 72.0%-29.3pp | 72.2%-29.5pp |
| Annual return | 12.49% | 28.26%-15.8pp | 29.49%-17.0pp | 59.29%-46.8pp |
| Employer contribution / active EE | $1,010 | $1,898-46.8% | $4,310-76.6% | $2,234-54.8% |
| Participant deferral / active EE | $1,790 | $3,080-41.9% | $7,107-74.8% | $3,805-53.0% |
| Admin fee / account holder | $254 | $125+102.3% | $5,158-95.1% | $158+60.7% |