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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,705 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SLC MANAGEMENT2 years Filed as: AIG SECURITIES Service code 49 1245 W HUNTINGTON DR STE 208 · ARCADIA, CA 91007 | Other Services | $0 |
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 | $23,028 | $31,679-27.3% | $74,701-69.2% | $65,185-64.7% |
| Participation rate | 52.0% | 40.4%+11.7pp | 54.5%-2.4pp | 70.2%-18.2pp |
| Annual return | 20.28% | 39.04%-18.8pp | 752.92%-732.6pp | 29.38%-9.1pp |
| Employer contribution / active EE | $556 | $566-1.8% | $1,084-48.7% | $2,177-74.5% |
| Participant deferral / active EE | $1,093 | $1,191-8.2% | $1,964-44.4% | $3,514-68.9% |
| Admin fee / account holder | $70 | $379-81.6% | $3,333-97.9% | $847-91.8% |