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 52 · EIN 13-5674085 | Indirect Investment Fees | $31,078 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,965 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
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 | $14,705 | $26,805-45.1% | $59,496-75.3% | $52,331-71.9% |
| Participation rate | 54.3% | 39.3%+15.0pp | 54.6%-0.2pp | 68.1%-13.8pp |
| Annual return | -1.82% | 2.61%-4.4pp | 182.05%-183.9pp | 4.54%-6.4pp |
| Employer contribution / active EE | $481 | $450+7.0% | $1,153-58.2% | $1,882-74.4% |
| Participant deferral / active EE | $1,370 | $916+49.5% | $1,829-25.1% | $3,022-54.7% |
| Admin fee / account holder | $23 | $305-92.4% | $2,232-99.0% | $592-96.1% |