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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,400 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES SERVICE NETWORK, INC Service code 49 1317 RT 73 SUITE 107 · MT LAUREL, NJ 08054 | Other Services | $0 |
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).
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 | $25,075 | $56,629-55.7% | $77,999-67.9% | $55,167-54.5% |
| Participation rate | 60.3% | 73.3%-13.0pp | 75.5%-15.2pp | 69.0%-8.7pp |
| Annual return | 13.36% | 2866.98%-2853.6pp | 425.96%-412.6pp | 169.23%-155.9pp |
| Employer contribution / active EE | $580 | $1,723-66.3% | $2,470-76.5% | $1,963-70.5% |
| Participant deferral / active EE | $2,813 | $2,777+1.3% | $3,497-19.6% | $3,054-7.9% |
| Admin fee / account holder | $15 | $467-96.8% | $5,480-99.7% | $504-97.0% |