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 5-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,587 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $5,140 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,124 | $73,787-87.6% | $98,716-90.8% | $82,448-88.9% |
| Participation rate | 93.6% | 61.4%+32.2pp | 69.3%+24.3pp | 68.1%+25.5pp |
| Annual return | 15.17% | 18.57%-3.4pp | 31.81%-16.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,716 | $1,511+13.5% | $2,279-24.7% | $2,551-32.8% |
| Participant deferral / active EE | $2,326 | $3,081-24.5% | $4,048-42.5% | $4,139-43.8% |
| Admin fee / account holder | $139 | $6,500-97.9% | $8,703-98.4% | $7,234-98.1% |