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 |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $8,919 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,050 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,902 | $80,724-86.5% | $103,333-89.4% | $74,495-85.4% |
| Participation rate | 75.2% | 65.7%+9.5pp | 74.5%+0.6pp | 67.2%+8.0pp |
| Annual return | 13.62% | 27.56%-13.9pp | 24.88%-11.3pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,470 | $3,860-36.0% | $5,057-51.2% | $4,346-43.2% |
| Admin fee / account holder | $84 | $2,368-96.5% | $8,355-99.0% | $1,942-95.7% |