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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $77,278 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 16 315 DEADERICK ST · NASHVILLE, TN 37238 | Consulting | $24,093 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 · EIN 47-0533629 | Direct payment from the plan; Securit... | $80 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,493 | $65,820-55.2% | $108,745-72.9% | $57,658-48.8% |
| Participation rate | 58.9% | 72.7%-13.8pp | 77.7%-18.7pp | 70.2%-11.3pp |
| Annual return | 6.41% | 21.32%-14.9pp | 46.22%-39.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $0 | $2,285-100.0% | $3,323-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,434 | $3,578-59.9% | $5,121-72.0% | $3,061-53.1% |
| Admin fee / account holder | $111 | $91+22.2% | $6,144-98.2% | $95+17.8% |