See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,665 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 15 · EIN 25-1759623 | Recordkeeping | $814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,801 | $50,385-52.8% | $75,670-68.5% | $62,292-61.8% |
| Participation rate | 26.8% | 67.7%-40.9pp | 72.3%-45.6pp | 69.5%-42.7pp |
| Annual return | 3.99% | 19.90%-15.9pp | 27.34%-23.4pp | 28.90%-24.9pp |
| Employer contribution / active EE | $691 | $1,537-55.0% | $2,352-70.6% | $2,042-66.2% |
| Participant deferral / active EE | $1,110 | $2,445-54.6% | $3,142-64.7% | $3,169-65.0% |
| Admin fee / account holder | $61 | $384-84.1% | $5,800-98.9% | $479-87.3% |