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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $695 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,991 | $55,453-63.9% | $170,442-88.3% | $62,292-67.9% |
| Participation rate | 74.0% | 66.4%+7.7pp | 83.6%-9.6pp | 69.5%+4.5pp |
| Annual return | 18.00% | 21.38%-3.4pp | 205.93%-187.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,954 | $2,164-9.7% | $5,433-64.0% | $2,042-4.3% |
| Participant deferral / active EE | $1,616 | $2,303-29.8% | $4,939-67.3% | $3,169-49.0% |
| Admin fee / account holder | $38 | $455-91.6% | $13,880-99.7% | $479-92.1% |