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 3-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 |
|---|---|---|
BUCKMAN ADVISORY GROUP LLC2 years Service code 15 · EIN 20-1959178 | Recordkeeping | $9,218 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,998 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,915 | $55,415-26.2% | $155,509-73.7% | $74,495-45.1% |
| Participation rate | 35.1% | 61.9%-26.8pp | 78.2%-43.1pp | 67.2%-32.1pp |
| Annual return | 11.90% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,273 | $2,836+15.4% | $5,626-41.8% | $4,346-24.7% |
| Admin fee / account holder | $145 | $1,738-91.6% | $15,912-99.1% | $1,942-92.5% |