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 |
|---|---|---|
Filed as: MARCADO ASSET MANAGEMENT Service code 15 · EIN 82-1492364 | Recordkeeping | $5,947 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,095 | $51,197-31.5% | $82,719-57.6% | $66,914-47.6% |
| Participation rate | 35.1% | 67.8%-32.7pp | 72.6%-37.4pp | 69.8%-34.7pp |
| Annual return | -16.82% | -9.64%-7.2pp | 701.18%-718.0pp | 1.58%-18.4pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,356 | $3,458-3.0% | $4,395-23.7% | $4,237-20.8% |
| Admin fee / account holder | $83 | $416-80.0% | $5,329-98.4% | $593-86.0% |