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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,729 |
WEGNER CPAS, LLP6 years Filed as: WEGNER CPAS LLP Service code 15 · EIN 39-0974031 | Recordkeeping | $11,200 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAGEPOINT FINANCIAL INC2 years Filed as: FSC SECURITIES CORP Service code 49 2300 WINDY RIDGE PARKWAY · ATLANTA, GA 30339 | 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,967 | $45,031-60.1% | $84,966-78.9% | $77,643-76.9% |
| Participation rate | 46.5% | 48.7%-2.2pp | 67.5%-21.0pp | 70.6%-24.1pp |
| Annual return | 15.93% | 79.22%-63.3pp | 66.38%-50.5pp | 31.24%-15.3pp |
| Employer contribution / active EE | $428 | $1,609-73.4% | $2,727-84.3% | $2,726-84.3% |
| Participant deferral / active EE | $2,123 | $2,807-24.4% | $4,519-53.0% | $4,647-54.3% |
| Admin fee / account holder | $155 | $912-83.0% | $6,149-97.5% | $430-64.1% |