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 | $1,757 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: UBS Service code 49 3450 DOWLEN ROAD · BEAUMONT, TX 77706 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $17,840 | $52,639-66.1% | $185,117-90.4% | $62,292-71.4% |
| Participation rate | 28.1% | 63.9%-35.7pp | 77.3%-49.1pp | 69.5%-41.4pp |
| Annual return | 14.89% | 19.57%-4.7pp | 40.50%-25.6pp | 28.90%-14.0pp |
| Employer contribution / active EE | $541 | $1,483-63.5% | $4,182-87.1% | $2,042-73.5% |
| Participant deferral / active EE | $840 | $3,097-72.9% | $5,045-83.4% | $3,169-73.5% |
| Admin fee / account holder | $40 | $374-89.3% | $8,159-99.5% | $479-91.7% |