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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,310 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,116 | $46,722-59.1% | $130,648-85.4% | $65,185-70.7% |
| Participation rate | 92.1% | 60.9%+31.2pp | 71.7%+20.4pp | 70.2%+21.9pp |
| Annual return | 68.99% | 24.17%+44.8pp | 1708.96%-1640.0pp | 29.38%+39.6pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,317 | $2,545+266.1% | $3,603+158.6% | $3,514+165.2% |
| Admin fee / account holder | $6 | $453-98.7% | $5,464-99.9% | $847-99.3% |