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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 8-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,100 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $3,068 | $89,652-96.6% | $141,162-97.8% | $65,185-95.3% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.5%+11.1pp | 70.2%+23.3pp |
| Annual return | 31.19% | 32.79%-1.6pp | 71.39%-40.2pp | 29.38%+1.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,869 | $5,691-49.6% | $6,709-57.2% | $3,514-18.4% |
| Admin fee / account holder | $5 | $569-99.1% | $10,261-100.0% | $847-99.4% |