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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,963 |
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $10,284 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,432 | $42,353-56.5% | $79,550-76.8% | $64,808-71.6% |
| Participation rate | 80.2% | 64.8%+15.4pp | 69.5%+10.7pp | 71.5%+8.7pp |
| Annual return | -16.15% | -12.24%-3.9pp | 0.16%-16.3pp | 32.82%-49.0pp |
| Employer contribution / active EE | $531 | $1,181-55.1% | $2,413-78.0% | $2,506-78.8% |
| Participant deferral / active EE | $4,107 | $3,170+29.6% | $3,985+3.1% | $4,310-4.7% |
| Admin fee / account holder | $234 | $160+46.4% | $6,832-96.6% | $188+24.4% |