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 | $28,729 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,201 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $63,785 | $136,307-53.2% | $177,821-64.1% | $73,488-13.2% |
| Participation rate | 96.7% | 86.1%+10.6pp | 87.7%+9.0pp | 70.7%+26.1pp |
| Annual return | 16.58% | 18.68%-2.1pp | 48.32%-31.7pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,892 | $3,712-22.1% | $5,918-51.1% | $2,270+27.4% |
| Participant deferral / active EE | $8,336 | $5,829+43.0% | $7,714+8.1% | $3,740+122.9% |
| Admin fee / account holder | $141 | $596-76.3% | $12,427-98.9% | $513-72.5% |