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 6-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,390 |
Service code 15 · EIN 81-2704670 | Recordkeeping | $7,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,175 | $44,642-75.0% | $91,220-87.7% | $66,914-83.3% |
| Participation rate | 89.2% | 64.9%+24.3pp | 73.2%+16.0pp | 69.8%+19.4pp |
| Annual return | -15.08% | -12.29%-2.8pp | 114.01%-129.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,487 | $1,706-12.8% | $2,850-47.8% | $2,544-41.5% |
| Participant deferral / active EE | $5,878 | $3,349+75.5% | $4,234+38.9% | $4,237+38.7% |
| Admin fee / account holder | $68 | $521-86.9% | $5,420-98.7% | $593-88.5% |