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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 4-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 | $1,919 |
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).
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 | $17,734 | $52,406-66.2% | $129,207-86.3% | $74,495-76.2% |
| Participation rate | 93.1% | 53.8%+39.3pp | 69.6%+23.5pp | 67.2%+25.9pp |
| Annual return | 15.51% | 15.66%-0.1pp | 9417.33%-9401.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,599 | $2,794+100.4% | $4,168+34.4% | $4,346+28.8% |
| Admin fee / account holder | $53 | $2,633-98.0% | $7,715-99.3% | $1,942-97.3% |