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 |
|---|---|---|
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 18 · EIN 26-3523944 | Trustee (directed); Shareholder servi... | $32,475 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 703 TRANCAS STREET · NAPA, CA 94558 | Advisory (Participants) | $27,978 |
MASON & MASON, CPA'S1+ years Service code 10 · EIN 27-3461077 | Accounting | $8,000 |
Service code 12 · EIN 84-1477138 | Claims processing; Direct payment fro... | $7,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,195 | $52,681+94.0% | $75,781+34.9% | $59,632+71.4% |
| Participation rate | 46.9% | 67.2%-20.4pp | 75.8%-28.9pp | 68.7%-21.8pp |
| Annual return | -1.29% | 2.95%-4.2pp | 9.68%-11.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,402 | $2,193-36.1% | $3,323-57.8% | $2,203-36.4% |
| Participant deferral / active EE | $3,150 | $2,591+21.6% | $3,651-13.7% | $3,192-1.3% |
| Admin fee / account holder | $1,361 | $3,610-62.3% | $5,299-74.3% | $4,297-68.3% |