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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,846 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS Service code 49 17 WEST MCBEE AVE · GREENVILLE, SC 29601 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,517 | $58,879-68.6% | $178,490-89.6% | $73,488-74.8% |
| Participation rate | 48.7% | 66.2%-17.5pp | 81.9%-33.2pp | 70.7%-22.0pp |
| Annual return | 18.47% | 24.86%-6.4pp | 151.07%-132.6pp | 28.51%-10.0pp |
| Employer contribution / active EE | $531 | $2,236-76.3% | $5,011-89.4% | $2,270-76.6% |
| Participant deferral / active EE | $1,963 | $2,567-23.5% | $5,202-62.3% | $3,740-47.5% |
| Admin fee / account holder | $38 | $400-90.6% | $13,984-99.7% | $513-92.7% |