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 9-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 36-3429599 | Recordkeeping | $6,607 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,505 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,914 | $50,666-44.9% | $76,817-63.7% | $65,185-57.2% |
| Participation rate | 23.2% | 68.8%-45.6pp | 72.1%-48.9pp | 70.2%-47.0pp |
| Annual return | 26.61% | 28.51%-1.9pp | 1166.11%-1139.5pp | 29.38%-2.8pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,470 | $2,647-44.5% | $3,336-55.9% | $3,514-58.2% |
| Admin fee / account holder | $150 | $463-67.6% | $6,420-97.7% | $847-82.3% |