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 | $1,105 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: UBS Service code 49 61 S PARAMUS RD · PARAMUS, NJ 07652 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $31,658 | $31,388+0.9% | $73,545-57.0% | $62,292-49.2% |
| Participation rate | 41.2% | 39.9%+1.4pp | 54.9%-13.7pp | 69.5%-28.3pp |
| Annual return | 12.73% | 25.34%-12.6pp | -15.16%+27.9pp | 28.90%-16.2pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $688 | $1,028-33.1% | $1,806-61.9% | $3,169-78.3% |
| Admin fee / account holder | $20 | $299-93.2% | $2,320-99.1% | $479-95.7% |