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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.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,557 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 15 · EIN 41-0944586 | Recordkeeping | $8,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $55,960 | $70,908-21.1% | $98,907-43.4% | $73,488-23.9% |
| Participation rate | 37.4% | 73.8%-36.3pp | 76.0%-38.6pp | 70.7%-33.2pp |
| Annual return | 15.79% | 34.17%-18.4pp | 196.43%-180.6pp | 28.51%-12.7pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,493 | $3,500-57.3% | $4,244-64.8% | $3,740-60.1% |
| Admin fee / account holder | $286 | $535-46.5% | $6,642-95.7% | $513-44.2% |