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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,090 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: UBS Service code 49 17140 BERNARDO CENTER DR · SAN DIEGO, CA 92128 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,424 | $63,114-64.5% | $92,893-75.9% | $65,185-65.6% |
| Participation rate | 34.3% | 68.8%-34.5pp | 76.0%-41.7pp | 70.2%-35.9pp |
| Annual return | 24.40% | 28.75%-4.4pp | 109.41%-85.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $612 | $2,571-76.2% | $3,653-83.3% | $2,177-71.9% |
| Participant deferral / active EE | $875 | $3,108-71.8% | $4,236-79.3% | $3,514-75.1% |
| Admin fee / account holder | $70 | $624-88.7% | $5,794-98.8% | $847-91.7% |