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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.
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC3 years Service code 15 · EIN 95-3845382 | Recordkeeping | $14,940 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,308 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,400 | $67,512-66.8% | $185,823-87.9% | $93,030-75.9% |
| Participation rate | 15.3% | 67.1%-51.9pp | 81.7%-66.4pp | 73.9%-58.6pp |
| Annual return | 15.00% | 21.04%-6.0pp | 122.05%-107.1pp | 158.70%-143.7pp |
| Employer contribution / active EE | $30 | $1,783-98.3% | $5,167-99.4% | $2,706-98.9% |
| Participant deferral / active EE | $741 | $3,035-75.6% | $5,568-86.7% | $4,562-83.8% |
| Admin fee / account holder | $72 | $318-77.4% | $16,237-99.6% | $152-52.6% |