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 | $12,404 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,036 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $19,462 | $86,332-77.5% | $125,175-84.5% | $65,185-70.1% |
| Participation rate | 81.4% | 75.3%+6.1pp | 79.8%+1.6pp | 70.2%+11.2pp |
| Annual return | 29.34% | 27.43%+1.9pp | 43.79%-14.5pp | 29.38%0pp |
| Employer contribution / active EE | $796 | $2,040-61.0% | $3,865-79.4% | $2,177-63.4% |
| Participant deferral / active EE | $3,285 | $3,537-7.1% | $4,937-33.5% | $3,514-6.5% |
| Admin fee / account holder | $98 | $609-83.9% | $9,702-99.0% | $847-88.4% |