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 5-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,664 |
SRPC, INC1 year Service code 15 · EIN 81-2204426 | Recordkeeping | $7,923 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $15,759 | $47,126-66.6% | $149,673-89.5% | $74,419-78.8% |
| Participation rate | 89.4% | 63.4%+26.0pp | 78.8%+10.6pp | 70.7%+18.6pp |
| Annual return | 102.04% | 22.75%+79.3pp | 134.42%-32.4pp | 34.38%+67.7pp |
| Employer contribution / active EE | $922 | $1,905-51.6% | $4,818-80.9% | $2,637-65.1% |
| Participant deferral / active EE | $3,994 | $2,728+46.4% | $5,680-29.7% | $4,528-11.8% |
| Admin fee / account holder | $46 | $343-86.6% | $13,210-99.7% | $348-86.8% |