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 | $13,813 |
Filed as: UNITED PLANNERS FNCL SVCS OF AMERIC Service code 15 · EIN 86-0588303 | Recordkeeping | $6,826 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,677 | $62,132-73.2% | $185,823-91.0% | $73,488-77.3% |
| Participation rate | 87.7% | 67.8%+19.9pp | 78.0%+9.7pp | 70.7%+17.0pp |
| Annual return | 36.76% | 20.44%+16.3pp | 35.95%+0.8pp | 28.51%+8.2pp |
| Employer contribution / active EE | $612 | $1,681-63.6% | $4,087-85.0% | $2,270-73.1% |
| Participant deferral / active EE | $3,281 | $3,711-11.6% | $5,632-41.7% | $3,740-12.3% |
| Admin fee / account holder | $87 | $419-79.2% | $9,500-99.1% | $513-83.0% |