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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $725 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 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 | $32,869 | $36,767-10.6% | $81,478-59.7% | $62,292-47.2% |
| Participation rate | 72.4% | 54.4%+18.0pp | 68.0%+4.5pp | 69.5%+2.9pp |
| Annual return | 15.93% | 173.80%-157.9pp | 38.78%-22.9pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,299 | $2,111+9.0% | $3,537-35.0% | $3,169-27.4% |
| Admin fee / account holder | $8 | $797-99.1% | $4,561-99.8% | $479-98.4% |