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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,170 |
RELIANCE TRUST COMPANY3 years Filed as: RELIANCE TRUST Service code 21 | Bank Trustee | $262 |
ADP BROKER-DEALER4 years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 71 · EIN 94-1737782 | Brokerage Fees | $0 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 49 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $185,513 | $56,972+225.6% | $182,532+1.6% | $65,185+184.6% |
| Participation rate | 82.7% | 66.5%+16.2pp | 78.0%+4.7pp | 70.2%+12.5pp |
| Annual return | 21.43% | 27.67%-6.2pp | 148.54%-127.1pp | 29.38%-8.0pp |
| Employer contribution / active EE | $251 | $1,615-84.5% | $4,076-93.8% | $2,177-88.5% |
| Participant deferral / active EE | $4,991 | $3,526+41.5% | $5,524-9.6% | $3,514+42.0% |
| Admin fee / account holder | $524 | $528-0.8% | $8,592-93.9% | $847-38.2% |