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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,067 |
SOVRAN ADVISORS, LLC1+ years Service code 15 · EIN 93-4004787 | Recordkeeping | $10,233 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,244 | $55,415-49.0% | $155,509-81.8% | $74,495-62.1% |
| Participation rate | 28.2% | 61.9%-33.7pp | 78.2%-50.0pp | 67.2%-39.0pp |
| Annual return | 12.31% | 268.50%-256.2pp | 64.67%-52.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,141 | $2,836-59.8% | $5,626-79.7% | $4,346-73.7% |
| Admin fee / account holder | $258 | $1,738-85.2% | $15,912-98.4% | $1,942-86.7% |