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 5-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 15 · EIN 13-5674085 | Recordkeeping | $10,010 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,360 |
ADP BROKER-DEALER4 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).
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 | $17,757 | $29,548-39.9% | $56,411-68.5% | $77,643-77.1% |
| Participation rate | 16.3% | 32.7%-16.4pp | 52.5%-36.1pp | 70.6%-54.2pp |
| Annual return | 18.55% | 19.01%-0.5pp | 1701.33%-1682.8pp | 31.24%-12.7pp |
| Employer contribution / active EE | $505 | $568-11.0% | $1,039-51.4% | $2,726-81.5% |
| Participant deferral / active EE | $816 | $1,061-23.1% | $1,952-58.2% | $4,647-82.4% |
| Admin fee / account holder | $70 | $1,046-93.3% | $2,829-97.5% | $430-83.7% |