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: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 26-2235829 | Advisory (Plan) | $53,514 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,266 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $739 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,987 | $46,072+91.0% | $70,014+25.7% | $55,167+59.5% |
| Participation rate | 97.5% | 67.5%+30.0pp | 71.8%+25.6pp | 69.0%+28.5pp |
| Annual return | 7.02% | 8.68%-1.7pp | 12.99%-6.0pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,537 | $1,500+2.5% | $2,338-34.3% | $1,963-21.7% |
| Participant deferral / active EE | $2,606 | $2,344+11.2% | $2,931-11.1% | $3,054-14.7% |
| Admin fee / account holder | $308 | $428-28.1% | $4,380-93.0% | $504-39.0% |