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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $13,407 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,085 |
ADP BROKER-DEALER2+ 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.
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 | $55,506 | $63,156-12.1% | $122,332-54.6% | $62,292-10.9% |
| Participation rate | 40.3% | 60.0%-19.7pp | 71.6%-31.3pp | 69.5%-29.2pp |
| Annual return | 20.40% | 20.61%-0.2pp | 30.27%-9.9pp | 28.90%-8.5pp |
| Employer contribution / active EE | $827 | $1,385-40.3% | $4,050-79.6% | $2,042-59.5% |
| Participant deferral / active EE | $1,416 | $2,321-39.0% | $3,287-56.9% | $3,169-55.3% |
| Admin fee / account holder | $177 | $440-59.8% | $5,478-96.8% | $479-63.1% |