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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,170 |
JASON UNDERWOOD CPA, PLLC4 years Service code 15 · EIN 45-3976013 | Recordkeeping | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,137 | $34,934-8.0% | $56,411-43.0% | $74,495-56.9% |
| Participation rate | 41.1% | 32.8%+8.3pp | 52.5%-11.4pp | 67.2%-26.1pp |
| Annual return | 15.30% | 25.94%-10.6pp | 1701.33%-1686.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,620 | $609+166.1% | $1,039+56.0% | $2,623-38.2% |
| Participant deferral / active EE | $3,201 | $1,170+173.5% | $1,952+64.0% | $4,346-26.3% |
| Admin fee / account holder | $270 | $2,364-88.6% | $2,829-90.4% | $1,942-86.1% |