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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,844 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 1501 K ST NW SUITE 1100 · WASHINGTON, DC 20005 | Other Services | $0 |
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).
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 | $12,822 | $41,854-69.4% | $73,843-82.6% | $52,331-75.5% |
| Participation rate | 67.6% | 66.2%+1.3pp | 73.4%-5.9pp | 68.1%-0.5pp |
| Annual return | -0.69% | 2.11%-2.8pp | 2267.84%-2268.5pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,531 | $1,920-20.3% | $2,787-45.1% | $1,882-18.6% |
| Participant deferral / active EE | $2,450 | $2,498-1.9% | $3,583-31.6% | $3,022-18.9% |
| Admin fee / account holder | $61 | $493-87.6% | $4,880-98.8% | $592-89.7% |