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 | $31,395 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,743 |
ADP BROKER-DEALER7 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.
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 | $29,377 | $88,083-66.6% | $164,813-82.2% | $74,495-60.6% |
| Participation rate | 66.5% | 73.0%-6.5pp | 78.6%-12.1pp | 67.2%-0.7pp |
| Annual return | 17.99% | 17.26%+0.7pp | 69.93%-51.9pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $1,911 | $2,593-26.3% | $4,341-56.0% | $2,623-27.1% |
| Participant deferral / active EE | $3,991 | $4,498-11.3% | $6,031-33.8% | $4,346-8.2% |
| Admin fee / account holder | $248 | $2,234-88.9% | $12,690-98.0% | $1,942-87.2% |