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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.
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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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,671 |
LIBERTY PARTNERS CAPITAL MANAGEMENT3 years Service code 15 · EIN 90-0139676 | Recordkeeping | $6,331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,390 | $45,602-72.8% | $117,472-89.5% | $66,914-81.5% |
| Participation rate | 48.2% | 57.6%-9.5pp | 70.6%-22.4pp | 69.8%-21.6pp |
| Annual return | -16.01% | -16.74%+0.7pp | 29.74%-45.7pp | 1.58%-17.6pp |
| Employer contribution / active EE | $478 | $1,579-69.7% | $4,176-88.5% | $2,544-81.2% |
| Participant deferral / active EE | $2,383 | $2,845-16.2% | $4,070-41.5% | $4,237-43.8% |
| Admin fee / account holder | $223 | $661-66.3% | $5,645-96.1% | $593-62.4% |