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 9-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 | $21,428 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $15,902 |
DOEREN MAYHEW2 years Filed as: DOEREN MAYHEW & CO., P.C. Service code 15 · EIN 38-2492570 | Recordkeeping | $15,030 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,380 | $44,960-83.6% | $84,966-91.3% | $74,495-90.1% |
| Participation rate | 92.6% | 49.4%+43.3pp | 67.5%+25.1pp | 67.2%+25.4pp |
| Annual return | 8.59% | 26.24%-17.7pp | 66.38%-57.8pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,349 | $2,731-14.0% | $4,519-48.0% | $4,346-46.0% |
| Admin fee / account holder | $100 | $2,209-95.5% | $6,149-98.4% | $1,942-94.8% |