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.
| Provider | Service type | Compensation |
|---|---|---|
KIMBERLIN COMPANY, PLLC1 year Service code 15 · EIN 45-5497718 | Recordkeeping | $10,000 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,900 |
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 | $1,083 | $50,982-97.9% | $154,803-99.3% | $85,563-98.7% |
| Participation rate | 77.6% | 59.8%+17.8pp | 78.1%-0.5pp | 66.0%+11.7pp |
| Annual return | 26.10% | 30.35%-4.3pp | 58.88%-32.8pp | 31.51%-5.4pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $855 | $2,474-65.4% | $5,540-84.6% | $4,375-80.5% |
| Admin fee / account holder | $27 | $846-96.8% | $14,329-99.8% | $834-96.7% |