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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,039 |
IMA WEALTH INC1 year Filed as: TRUENORTH SECURITIES, INC Service code 15 · EIN 48-1233289 | Recordkeeping | $17,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $25,089 | $27,839-9.9% | $58,482-57.1% | $71,457-64.9% |
| Participation rate | 36.3% | 34.5%+1.8pp | 50.9%-14.5pp | 67.9%-31.6pp |
| Annual return | 29.97% | 26.81%+3.2pp | 4239.32%-4209.3pp | 28.85%+1.1pp |
| Employer contribution / active EE | $1,607 | $631+154.9% | $1,053+52.6% | $2,588-37.9% |
| Participant deferral / active EE | $2,976 | $1,206+146.7% | $1,924+54.7% | $4,289-30.6% |
| Admin fee / account holder | $355 | $1,641-78.4% | $2,516-85.9% | $1,587-77.7% |