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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.
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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,153 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: SECURIAN, INC Service code 49 4550 POST OAK PLACE · HOUSTON, TX 77027 | 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).
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 | $56,713 | $55,636+1.9% | $81,983-30.8% | $73,488-22.8% |
| Participation rate | 29.3% | 62.3%-33.0pp | 69.2%-40.0pp | 70.7%-41.4pp |
| Annual return | 12.66% | 19.07%-6.4pp | 41.31%-28.7pp | 28.51%-15.9pp |
| Employer contribution / active EE | $479 | $1,625-70.5% | $2,498-80.8% | $2,270-78.9% |
| Participant deferral / active EE | $1,759 | $2,762-36.3% | $3,722-52.7% | $3,740-53.0% |
| Admin fee / account holder | $30 | $493-93.8% | $5,664-99.5% | $513-94.1% |