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 |
|---|---|---|
Service code 15 · EIN 13-3689044 LLC · LOS ANGELES, CA 90015 | Recordkeeping | $17,140 |
Service code 35 · EIN 43-1342874 | Direct payment from the plan; Employe... | $10,071 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $9,685 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS WEALTH ADVISORS Service code 15 · EIN 44-0160260 | Recordkeeping | $1,495 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,929 | $46,292-67.8% | $143,757-89.6% | $64,808-77.0% |
| Participation rate | 11.4% | 64.2%-52.8pp | 80.3%-68.9pp | 71.5%-60.0pp |
| Annual return | -15.72% | -10.05%-5.7pp | -0.04%-15.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $403 | $2,646-84.8% | $5,637-92.8% | $4,310-90.6% |
| Admin fee / account holder | $225 | $154+46.4% | $14,673-98.5% | $188+19.9% |