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 7-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 | $20,871 |
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $15,590 |
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 | $34,214 | $58,320-41.3% | $86,436-60.4% | $66,914-48.9% |
| Participation rate | 86.1% | 78.6%+7.5pp | 80.3%+5.8pp | 69.8%+16.3pp |
| Annual return | -10.58% | -9.71%-0.9pp | 4394.89%-4405.5pp | 1.58%-12.2pp |
| Employer contribution / active EE | $3,464 | $2,615+32.4% | $3,769-8.1% | $2,544+36.1% |
| Participant deferral / active EE | $13,818 | $6,899+100.3% | $6,952+98.8% | $4,237+226.1% |
| Admin fee / account holder | $246 | $546-54.9% | $6,731-96.3% | $593-58.5% |