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 | $1,495 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS Service code 49 17140 BERNARDO CENTER DR 350 · SAN DIEGO, CA 92128 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,175 | $67,411-49.3% | $91,001-62.4% | $70,131-51.3% |
| Participation rate | 70.6% | 71.4%-0.8pp | 75.6%-5.0pp | 69.5%+1.0pp |
| Annual return | 16.86% | -40.16%+57.0pp | 4.60%+12.3pp | 73.14%-56.3pp |
| Employer contribution / active EE | $533 | $1,786-70.1% | $2,456-78.3% | $2,342-77.2% |
| Participant deferral / active EE | $2,596 | $2,823-8.0% | $3,547-26.8% | $3,332-22.1% |
| Admin fee / account holder | $16 | $4,236-99.6% | $5,417-99.7% | $4,645-99.7% |