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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNITED PLANNERS FNCL SVCS OF AMERIC Service code 15 · EIN 86-0588303 | Recordkeeping | $7,044 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,664 | $80,724-68.2% | $103,333-75.2% | $74,495-65.5% |
| Participation rate | 45.5% | 65.7%-20.2pp | 74.5%-29.0pp | 67.2%-21.7pp |
| Annual return | 14.98% | 27.56%-12.6pp | 24.88%-9.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $826 | $3,157-73.8% | $3,868-78.6% | $2,623-68.5% |
| Participant deferral / active EE | $2,559 | $3,860-33.7% | $5,057-49.4% | $4,346-41.1% |
| Admin fee / account holder | $105 | $2,368-95.6% | $8,355-98.7% | $1,942-94.6% |