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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 | $1,620 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years Service code 49 325 COLUMBIA TURNPIKE STE 106 · FLORHAM PARK, NJ 07932 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,877 | $44,764-28.8% | $68,791-53.7% | $64,808-50.8% |
| Participation rate | 43.3% | 64.8%-21.5pp | 69.0%-25.7pp | 71.5%-28.2pp |
| Annual return | -6.40% | -10.91%+4.5pp | -6.38%0pp | 32.82%-39.2pp |
| Employer contribution / active EE | $351 | $1,775-80.2% | $2,655-86.8% | $2,506-86.0% |
| Participant deferral / active EE | $1,893 | $3,238-41.5% | $3,941-52.0% | $4,310-56.1% |
| Admin fee / account holder | $11 | $151-92.5% | $4,932-99.8% | $188-94.0% |