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 7-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 | $5,444 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,810 | $52,293-90.8% | $178,490-97.3% | $73,409-93.4% |
| Participation rate | 75.3% | 65.3%+9.9pp | 81.9%-6.7pp | 72.2%+3.1pp |
| Annual return | 41.10% | 34.75%+6.4pp | 151.07%-110.0pp | 59.29%-18.2pp |
| Employer contribution / active EE | $378 | $1,735-78.2% | $5,011-92.5% | $2,234-83.1% |
| Participant deferral / active EE | $1,979 | $2,332-15.1% | $5,202-61.9% | $3,805-48.0% |
| Admin fee / account holder | $15 | $127-87.9% | $13,984-99.9% | $158-90.3% |