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 |
|---|---|---|
Service code 15 · EIN 52-2222924 | Recordkeeping | $6,270 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,160 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,010 | $58,879-55.8% | $178,490-85.4% | $73,488-64.6% |
| Participation rate | 45.5% | 66.2%-20.8pp | 81.9%-36.5pp | 70.7%-25.2pp |
| Annual return | 22.79% | 24.86%-2.1pp | 151.07%-128.3pp | 28.51%-5.7pp |
| Employer contribution / active EE | $1,088 | $2,236-51.3% | $5,011-78.3% | $2,270-52.1% |
| Participant deferral / active EE | $2,403 | $2,567-6.4% | $5,202-53.8% | $3,740-35.7% |
| Admin fee / account holder | $109 | $400-72.7% | $13,984-99.2% | $513-78.7% |