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 6-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,831 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL5 years Service code 49 COMMISSIONS 6300 LAMAR AVE · OVERLAND PARK, KS 66202 | Other Services | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,445 | $30,588+2.8% | $53,898-41.7% | $85,563-63.2% |
| Participation rate | 33.6% | 26.3%+7.3pp | 55.0%-21.3pp | 66.0%-32.3pp |
| Annual return | 20.41% | 50.42%-30.0pp | 528.60%-508.2pp | 31.51%-11.1pp |
| Employer contribution / active EE | $1,195 | $436+174.1% | $932+28.2% | $2,654-55.0% |
| Participant deferral / active EE | $2,667 | $848+214.5% | $1,826+46.0% | $4,375-39.0% |
| Admin fee / account holder | $12 | $1,879-99.4% | $2,491-99.5% | $834-98.5% |