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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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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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,872 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
PARK AVENUE SECURITIES LLC2 years 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 | $23,764 | $86,332-72.5% | $125,175-81.0% | $65,185-63.5% |
| Participation rate | 97.1% | 75.3%+21.8pp | 79.8%+17.3pp | 70.2%+26.9pp |
| Annual return | 50.15% | 27.43%+22.7pp | 43.79%+6.4pp | 29.38%+20.8pp |
| Employer contribution / active EE | $2,088 | $2,040+2.4% | $3,865-46.0% | $2,177-4.1% |
| Participant deferral / active EE | $6,888 | $3,537+94.7% | $4,937+39.5% | $3,514+96.0% |
| Admin fee / account holder | $30 | $609-95.0% | $9,702-99.7% | $847-96.4% |