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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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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,727 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 40 E ALAMAR AVE · SANTA BARBARA, CA 93105 | Other Services | $0 |
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 | $21,458 | $70,908-69.7% | $98,907-78.3% | $73,488-70.8% |
| Participation rate | 83.9% | 73.8%+10.2pp | 76.0%+7.9pp | 70.7%+13.2pp |
| Annual return | 18.18% | 34.17%-16.0pp | 196.43%-178.2pp | 28.51%-10.3pp |
| Employer contribution / active EE | $766 | $2,036-62.4% | $2,689-71.5% | $2,270-66.3% |
| Participant deferral / active EE | $2,191 | $3,500-37.4% | $4,244-48.4% | $3,740-41.4% |
| Admin fee / account holder | $16 | $535-97.0% | $6,642-99.8% | $513-96.8% |