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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,143 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 400 LINDEN OAK · ROCHESTER, NY 14625 | Other Services | $0 |
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).
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 | $22,352 | $54,320-58.9% | $67,652-67.0% | $52,331-57.3% |
| Participation rate | 96.8% | 73.6%+23.2pp | 75.7%+21.1pp | 68.1%+28.6pp |
| Annual return | -0.79% | 6.81%-7.6pp | 6625.04%-6625.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,529 | $1,544-1.0% | $2,266-32.5% | $1,882-18.7% |
| Participant deferral / active EE | $3,341 | $2,950+13.2% | $3,560-6.2% | $3,022+10.5% |
| Admin fee / account holder | $25 | $527-95.3% | $4,821-99.5% | $592-95.9% |