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 15 · EIN 13-5674085 | Recordkeeping | $22,862 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,062 |
ADP BROKER-DEALER5+ 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 | $25,815 | $31,679-18.5% | $74,701-65.4% | $65,185-60.4% |
| Participation rate | 59.2% | 40.4%+18.9pp | 54.5%+4.8pp | 70.2%-11.0pp |
| Annual return | 22.36% | 39.04%-16.7pp | 752.92%-730.6pp | 29.38%-7.0pp |
| Employer contribution / active EE | $575 | $566+1.6% | $1,084-46.9% | $2,177-73.6% |
| Participant deferral / active EE | $1,858 | $1,191+56.0% | $1,964-5.4% | $3,514-47.1% |
| Admin fee / account holder | $59 | $379-84.4% | $3,333-98.2% | $847-93.0% |