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 |
|---|---|---|
Filed as: UNITED PLANNERS FNCL SVCS OF AMERIC Service code 15 · EIN 86-0588303 | Recordkeeping | $9,648 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,475 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $37,196 | $89,739-58.6% | $149,718-75.2% | $62,292-40.3% |
| Participation rate | 89.4% | 85.1%+4.3pp | 87.1%+2.4pp | 69.5%+19.9pp |
| Annual return | 21.71% | 21.01%+0.7pp | 1501.63%-1479.9pp | 28.90%-7.2pp |
| Employer contribution / active EE | $2,107 | $3,233-34.8% | $5,445-61.3% | $2,042+3.2% |
| Participant deferral / active EE | $5,675 | $4,797+18.3% | $6,569-13.6% | $3,169+79.1% |
| Admin fee / account holder | $70 | $551-87.2% | $11,283-99.4% | $479-85.3% |