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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $8,416 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $950 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 49 709 WESTCHESTER AVE STE 400 · WHITE PLAINS, NY 10604 | 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).
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 | $52,162 | $67,606-22.8% | $82,313-36.6% | $70,131-25.6% |
| Participation rate | 51.8% | 72.8%-21.0pp | 76.9%-25.1pp | 69.5%-17.8pp |
| Annual return | 12.90% | 21.57%-8.7pp | 25.88%-13.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $490 | $1,755-72.1% | $2,428-79.8% | $2,342-79.1% |
| Participant deferral / active EE | $1,373 | $2,987-54.0% | $3,706-63.0% | $3,332-58.8% |
| Admin fee / account holder | $15 | $4,512-99.7% | $5,608-99.7% | $4,645-99.7% |