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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,224 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $22,168 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $168,696 | $70,908+137.9% | $98,907+70.6% | $73,488+129.6% |
| Participation rate | 82.5% | 73.8%+8.7pp | 76.0%+6.4pp | 70.7%+11.8pp |
| Annual return | 716.70% | 34.17%+682.5pp | 196.43%+520.3pp | 28.51%+688.2pp |
| Employer contribution / active EE | $3,060 | $2,036+50.3% | $2,689+13.8% | $2,270+34.8% |
| Participant deferral / active EE | $6,597 | $3,500+88.5% | $4,244+55.4% | $3,740+76.4% |
| Admin fee / account holder | $257 | $535-51.9% | $6,642-96.1% | $513-49.8% |