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 9-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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,280 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS Service code 49 1501 K ST NW STE 1100 · WASHINGTON, DC 20005 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $6,610 | $85,766-92.3% | $136,294-95.2% | $70,131-90.6% |
| Participation rate | 85.5% | 74.2%+11.4pp | 81.9%+3.6pp | 69.5%+16.0pp |
| Annual return | 20.57% | 31.45%-10.9pp | 5155.94%-5135.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,077 | $2,966-63.7% | $4,695-77.1% | $2,342-54.0% |
| Participant deferral / active EE | $1,831 | $5,051-63.8% | $6,247-70.7% | $3,332-45.0% |
| Admin fee / account holder | $2 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |