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 9-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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,255 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: PARK AVENUE SECURITIES Service code 49 7 HANOVER SQUARE MAIL STATION · NEW YORK, NY 10004 | Other Services | $0 |
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 | $11,575 | $72,404-84.0% | $110,238-89.5% | $64,186-82.0% |
| Participation rate | 94.2% | 73.3%+20.8pp | 79.8%+14.4pp | 69.6%+24.6pp |
| Annual return | 0.49% | -6.29%+6.8pp | 314.74%-314.3pp | 7.63%-7.1pp |
| Employer contribution / active EE | $1,986 | $2,282-12.9% | $3,826-48.1% | $2,381-16.6% |
| Participant deferral / active EE | $5,841 | $3,469+68.4% | $4,672+25.0% | $3,470+68.3% |
| Admin fee / account holder | $24 | $5,664-99.6% | $8,547-99.7% | $4,888-99.5% |