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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,045 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 49 ONE GRIFFIN BROOK DRIVE · METHUEN, MA 01844 | 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,884 | $65,061-77.1% | $143,757-89.6% | $66,914-77.8% |
| Participation rate | 29.3% | 65.2%-35.8pp | 80.3%-51.0pp | 69.8%-40.5pp |
| Annual return | 2.50% | -11.14%+13.6pp | -0.04%+2.5pp | 1.58%+0.9pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,718 | $2,919-41.2% | $5,637-69.5% | $4,237-59.5% |
| Admin fee / account holder | $51 | $502-89.9% | $14,673-99.7% | $593-91.4% |