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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.
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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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,107 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
PFS INVESTMENTS1 year Filed as: PFS SECURITIES INC Service code 49 6939 SUNRISE BLVD · CITRUS HEIGHTS, CA 95610 | 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 | $7,517 | $55,415-86.4% | $155,509-95.2% | $74,495-89.9% |
| Participation rate | 90.5% | 61.9%+28.6pp | 78.2%+12.4pp | 67.2%+23.3pp |
| Annual return | 11.89% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,300 | $2,267-42.7% | $4,672-72.2% | $2,623-50.5% |
| Participant deferral / active EE | $2,406 | $2,836-15.2% | $5,626-57.2% | $4,346-44.6% |
| Admin fee / account holder | $25 | $1,738-98.6% | $15,912-99.8% | $1,942-98.7% |