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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,261 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $9,391 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,380 | $61,272-68.4% | $149,673-87.1% | $71,457-72.9% |
| Participation rate | 42.5% | 62.5%-20.0pp | 78.8%-36.3pp | 67.9%-25.4pp |
| Annual return | 17.62% | 35.85%-18.2pp | 134.42%-116.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $555 | $2,378-76.7% | $4,818-88.5% | $2,588-78.5% |
| Participant deferral / active EE | $1,640 | $2,917-43.8% | $5,680-71.1% | $4,289-61.8% |
| Admin fee / account holder | $240 | $1,261-81.0% | $13,210-98.2% | $1,587-84.9% |