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 |
|---|---|---|
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $10,211 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,087 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | 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 | $20,432 | $70,908-71.2% | $98,907-79.3% | $73,488-72.2% |
| Participation rate | 96.3% | 73.8%+22.6pp | 76.0%+20.3pp | 70.7%+25.7pp |
| Annual return | 11.67% | 34.17%-22.5pp | 196.43%-184.8pp | 28.51%-16.8pp |
| Employer contribution / active EE | $582 | $2,036-71.4% | $2,689-78.4% | $2,270-74.4% |
| Participant deferral / active EE | $2,181 | $3,500-37.7% | $4,244-48.6% | $3,740-41.7% |
| Admin fee / account holder | $62 | $535-88.4% | $6,642-99.1% | $513-87.9% |