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 | $1,049 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC4 years 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.
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 | $39,252 | $37,426+4.9% | $77,482-49.3% | $79,858-50.8% |
| Participation rate | 40.0% | 41.5%-1.5pp | 54.2%-14.2pp | 69.6%-29.6pp |
| Annual return | 17.27% | 39.70%-22.4pp | 54.79%-37.5pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $607 | $1,260-51.8% | $1,861-67.4% | $3,740-83.8% |
| Admin fee / account holder | $20 | $2,504-99.2% | $2,858-99.3% | $5,306-99.6% |