Filed May 10, 2021
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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,700 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS Service code 49 307 ASHLAND AVE · LEXINGTON, KY 40502 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,850 | $35,183-6.6% | $73,545-55.3% | $70,131-53.2% |
| Participation rate | 46.9% | 42.9%+3.9pp | 54.9%-8.1pp | 69.5%-22.7pp |
| Annual return | 13.50% | 26.90%-13.4pp | -15.16%+28.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $2,240 | $709+216.1% | $1,219+83.8% | $2,342-4.4% |
| Participant deferral / active EE | $9,877 | $1,220+709.7% | $1,806+446.9% | $3,332+196.5% |
| Admin fee / account holder | $19 | $2,302-99.2% | $2,320-99.2% | $4,645-99.6% |