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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $6,051 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,832 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | 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 | $14,211 | $27,641-48.6% | $61,373-76.8% | $68,494-79.3% |
| Participation rate | 13.9% | 39.5%-25.6pp | 52.6%-38.6pp | 67.9%-54.0pp |
| Annual return | 9.84% | -13.24%+23.1pp | 338.61%-328.8pp | -7.84%+17.7pp |
| Employer contribution / active EE | $546 | $695-21.5% | $1,159-52.9% | $2,596-79.0% |
| Participant deferral / active EE | $1,102 | $1,263-12.8% | $2,125-48.2% | $4,027-72.6% |
| Admin fee / account holder | $50 | $2,010-97.5% | $2,130-97.7% | $5,403-99.1% |