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 |
|---|---|---|
Filed as: UNITED PLANNERS FINANCIAL Service code 26 · EIN 86-0588303 | Advisory (Participants) | $19,135 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $17,774 |
Service code 13 · EIN 41-0848121 | Contract Administrator | $11,564 |
MAHONEY CPAS1 year Filed as: MAHONEY ULBRICH CHRISTIANSEN & RUSS Service code 10 · EIN 41-1647057 | Accounting | $4,500 |
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 | $23,874 | $49,138-51.4% | $84,015-71.6% | $65,185-63.4% |
| Participation rate | 98.4% | 60.7%+37.7pp | 69.0%+29.4pp | 70.2%+28.2pp |
| Annual return | 21.93% | 23.00%-1.1pp | 71.31%-49.4pp | 29.38%-7.5pp |
| Employer contribution / active EE | $335 | $914-63.3% | $1,983-83.1% | $2,177-84.6% |
| Participant deferral / active EE | $4,327 | $2,397+80.5% | $3,239+33.6% | $3,514+23.2% |
| Admin fee / account holder | $217 | $543-60.1% | $6,101-96.4% | $847-74.4% |