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.
| Provider | Service type | Compensation |
|---|---|---|
CASEY NEILON, INC.1+ years Service code 15 · EIN 22-0557074 | Recordkeeping | $25,975 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,561 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,960 | $55,415-94.7% | $155,509-98.1% | $74,495-96.0% |
| Participation rate | 82.8% | 61.9%+20.9pp | 78.2%+4.6pp | 67.2%+15.6pp |
| Annual return | 5.67% | 268.50%-262.8pp | 64.67%-59.0pp | 1364.94%-1359.3pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,320 | $2,836-53.4% | $5,626-76.5% | $4,346-69.6% |
| Admin fee / account holder | $142 | $1,738-91.8% | $15,912-99.1% | $1,942-92.7% |