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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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $20,661 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,830 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,020 | $50,982-54.8% | $154,803-85.1% | $85,563-73.1% |
| Participation rate | 56.0% | 59.8%-3.8pp | 78.1%-22.1pp | 66.0%-10.0pp |
| Annual return | 47.84% | 30.35%+17.5pp | 58.88%-11.0pp | 31.51%+16.3pp |
| Employer contribution / active EE | $249 | $1,708-85.4% | $4,305-94.2% | $2,654-90.6% |
| Participant deferral / active EE | $2,424 | $2,474-2.0% | $5,540-56.2% | $4,375-44.6% |
| Admin fee / account holder | $7 | $846-99.2% | $14,329-100.0% | $834-99.1% |