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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,975 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC5+ 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.
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 | $33,838 | $89,355-62.1% | $141,162-76.0% | $72,985-53.6% |
| Participation rate | 71.6% | 75.1%-3.5pp | 82.5%-10.8pp | 69.5%+2.1pp |
| Annual return | 21.62% | 111.85%-90.2pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,110 | $3,114-64.4% | $4,735-76.6% | $2,440-54.5% |
| Participant deferral / active EE | $1,868 | $5,418-65.5% | $6,709-72.2% | $3,607-48.2% |
| Admin fee / account holder | $223 | $5,958-96.3% | $10,261-97.8% | $5,124-95.6% |