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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,166 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS Service code 49 1 N WACKER DRIVE 26TH FLOOR · CHICAGO, IL 60606 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,667 | $61,156-62.9% | $185,823-87.8% | $79,386-71.4% |
| Participation rate | 47.4% | 66.6%-19.2pp | 81.7%-34.3pp | 70.7%-23.3pp |
| Annual return | 13.83% | 19.45%-5.6pp | 122.05%-108.2pp | 116.85%-103.0pp |
| Employer contribution / active EE | $607 | $2,321-73.9% | $5,167-88.3% | $2,427-75.0% |
| Participant deferral / active EE | $2,478 | $2,789-11.1% | $5,568-55.5% | $4,046-38.7% |
| Admin fee / account holder | $48 | $710-93.3% | $16,237-99.7% | $626-92.4% |