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 6-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 13-5674085 | Recordkeeping | $13,745 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,636 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,116 | $76,050-60.4% | $96,544-68.8% | $71,457-57.9% |
| Participation rate | 59.6% | 74.4%-14.8pp | 76.0%-16.4pp | 67.9%-8.3pp |
| Annual return | 20.89% | 22.81%-1.9pp | 25.84%-4.9pp | 28.85%-8.0pp |
| Employer contribution / active EE | $2,017 | $2,244-10.1% | $2,965-32.0% | $2,588-22.0% |
| Participant deferral / active EE | $3,496 | $4,215-17.1% | $4,851-27.9% | $4,289-18.5% |
| Admin fee / account holder | $155 | $2,707-94.3% | $8,252-98.1% | $1,587-90.2% |