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 8-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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $6,949 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,968 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | 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 | $20,493 | $101,317-79.8% | $146,958-86.1% | $74,495-72.5% |
| Participation rate | 93.8% | 75.5%+18.2pp | 82.2%+11.6pp | 67.2%+26.5pp |
| Annual return | 17.63% | 8730.91%-8713.3pp | 418.34%-400.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $2,697 | $3,810-29.2% | $4,933-45.3% | $2,623+2.8% |
| Participant deferral / active EE | $7,179 | $7,303-1.7% | $8,070-11.0% | $4,346+65.2% |
| Admin fee / account holder | $58 | $1,739-96.7% | $12,998-99.6% | $1,942-97.0% |