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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,190 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL3 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.
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 | $39,312 | $51,045-23.0% | $70,515-44.2% | $71,457-45.0% |
| Participation rate | 46.9% | 59.4%-12.5pp | 68.3%-21.5pp | 67.9%-21.0pp |
| Annual return | 18.24% | 42.63%-24.4pp | 32.77%-14.5pp | 28.85%-10.6pp |
| Employer contribution / active EE | $525 | $1,790-70.7% | $2,973-82.3% | $2,588-79.7% |
| Participant deferral / active EE | $2,665 | $3,026-12.0% | $4,567-41.6% | $4,289-37.9% |
| Admin fee / account holder | $22 | $1,994-98.9% | $6,412-99.7% | $1,587-98.6% |