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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,002 |
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $21,060 |
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 | $13,336 | $50,815-73.8% | $155,509-91.4% | $77,643-82.8% |
| Participation rate | 94.3% | 63.1%+31.2pp | 78.2%+16.1pp | 70.6%+23.7pp |
| Annual return | 36.54% | 34.80%+1.7pp | 64.67%-28.1pp | 31.24%+5.3pp |
| Employer contribution / active EE | $2,342 | $1,993+17.5% | $4,672-49.9% | $2,726-14.1% |
| Participant deferral / active EE | $3,103 | $2,822+10.0% | $5,626-44.8% | $4,647-33.2% |
| Admin fee / account holder | $121 | $437-72.4% | $15,912-99.2% | $430-72.0% |