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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.
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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $46,908 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,755 |
ADP BROKER-DEALER8+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,749 | $44,764-40.2% | $68,791-61.1% | $64,808-58.7% |
| Participation rate | 37.9% | 64.8%-26.8pp | 69.0%-31.1pp | 71.5%-33.5pp |
| Annual return | -14.40% | -10.91%-3.5pp | -6.38%-8.0pp | 32.82%-47.2pp |
| Employer contribution / active EE | $345 | $1,775-80.5% | $2,655-87.0% | $2,506-86.2% |
| Participant deferral / active EE | $1,984 | $3,238-38.7% | $3,941-49.7% | $4,310-54.0% |
| Admin fee / account holder | $77 | $151-49.1% | $4,932-98.4% | $188-59.0% |