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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,660 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $10,205 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
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 | $14,797 | $65,557-77.4% | $64,056-76.9% | $71,457-79.3% |
| Participation rate | 40.1% | 73.2%-33.0pp | 72.3%-32.2pp | 67.9%-27.8pp |
| Annual return | 18.14% | 18.94%-0.8pp | 33.69%-15.5pp | 28.85%-10.7pp |
| Employer contribution / active EE | $727 | $2,669-72.8% | $2,747-73.5% | $2,588-71.9% |
| Participant deferral / active EE | $1,485 | $3,626-59.0% | $3,880-61.7% | $4,289-65.4% |
| Admin fee / account holder | $215 | $616-65.1% | $3,068-93.0% | $1,587-86.5% |