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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.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,425 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 11 N WATER STREET SUITE 16290 · MOBILE, AL 36602 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $13,594 | $47,922-71.6% | $75,886-82.1% | $65,185-79.1% |
| Participation rate | 44.0% | 63.0%-19.0pp | 69.3%-25.3pp | 70.2%-26.2pp |
| Annual return | 31.05% | 24.12%+6.9pp | 30.76%+0.3pp | 29.38%+1.7pp |
| Employer contribution / active EE | $462 | $1,557-70.3% | $2,500-81.5% | $2,177-78.8% |
| Participant deferral / active EE | $1,163 | $2,550-54.4% | $3,603-67.7% | $3,514-66.9% |
| Admin fee / account holder | $27 | $532-94.9% | $5,418-99.5% | $847-96.8% |