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 10-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 | $24,666 |
PINNACLE WEALTH ADVISORS5 years Service code 15 · EIN 93-1133012 | Recordkeeping | $13,231 |
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 | $31,115 | $60,323-48.4% | $81,812-62.0% | $74,495-58.2% |
| Participation rate | 90.6% | 62.9%+27.8pp | 72.3%+18.3pp | 67.2%+23.4pp |
| Annual return | 13.57% | 16.90%-3.3pp | 773.79%-760.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $478 | $2,620-81.8% | $2,912-83.6% | $2,623-81.8% |
| Participant deferral / active EE | $4,104 | $3,387+21.2% | $4,319-5.0% | $4,346-5.6% |
| Admin fee / account holder | $245 | $1,486-83.5% | $7,386-96.7% | $1,942-87.4% |