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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $548 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL4+ years Service code 49 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,711 | $66,310-83.8% | $93,606-88.6% | $65,185-83.6% |
| Participation rate | 21.8% | 74.0%-52.2pp | 75.8%-54.0pp | 70.2%-48.4pp |
| Annual return | 25.30% | 42.58%-17.3pp | 32.76%-7.5pp | 29.38%-4.1pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,023 | $3,342-69.4% | $4,069-74.9% | $3,514-70.9% |
| Admin fee / account holder | $25 | $6,897-99.6% | $7,888-99.7% | $847-97.1% |