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 15 · EIN 55-0850538 | Recordkeeping | $7,302 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $60,901 | $55,706+9.3% | $75,886-19.7% | $72,985-16.6% |
| Participation rate | 61.7% | 61.1%+0.6pp | 69.3%-7.6pp | 69.5%-7.8pp |
| Annual return | 19.23% | 27.59%-8.4pp | 30.76%-11.5pp | 81.00%-61.8pp |
| Employer contribution / active EE | $320 | $1,687-81.0% | $2,500-87.2% | $2,440-86.9% |
| Participant deferral / active EE | $4,014 | $2,634+52.4% | $3,603+11.4% | $3,607+11.3% |
| Admin fee / account holder | $163 | $3,978-95.9% | $5,418-97.0% | $5,124-96.8% |