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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,596 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 49 600 SUPERIOR AVENUE EAST · CLEVELAND, OH 44114 | 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 | $23,017 | $48,364-52.4% | $71,796-67.9% | $62,891-63.4% |
| Participation rate | 86.5% | 60.6%+25.9pp | 69.1%+17.4pp | 69.3%+17.2pp |
| Annual return | 5.44% | 13.16%-7.7pp | 78.04%-72.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $407 | $1,042-60.9% | $1,924-78.8% | $2,281-82.1% |
| Participant deferral / active EE | $2,316 | $2,091+10.7% | $2,794-17.1% | $3,203-27.7% |
| Admin fee / account holder | $31 | $3,771-99.2% | $4,815-99.4% | $4,296-99.3% |