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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,677 |
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $11,687 |
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 | $22,878 | $53,165-57.0% | $86,188-73.5% | $74,419-69.3% |
| Participation rate | 80.1% | 64.9%+15.3pp | 69.0%+11.2pp | 70.7%+9.4pp |
| Annual return | 14.81% | 22.64%-7.8pp | 1168.45%-1153.6pp | 34.38%-19.6pp |
| Employer contribution / active EE | $535 | $1,210-55.8% | $2,380-77.5% | $2,637-79.7% |
| Participant deferral / active EE | $4,039 | $3,234+24.9% | $3,985+1.3% | $4,528-10.8% |
| Admin fee / account holder | $211 | $551-61.7% | $6,852-96.9% | $348-39.2% |