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 Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 49 2431 E 61ST ST 8TH FL · TULSA, OK 74136 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,136 | $23,385-60.9% | $69,182-86.8% | $57,658-84.2% |
| Participation rate | 8.7% | 37.9%-29.2pp | 55.1%-46.4pp | 70.2%-61.6pp |
| Annual return | 17.60% | -659.34%+676.9pp | -21.93%+39.5pp | 5.13%+12.5pp |
| Employer contribution / active EE | $132 | $422-68.9% | $1,206-89.1% | $1,974-93.3% |
| Participant deferral / active EE | $249 | $843-70.4% | $1,897-86.9% | $3,061-91.9% |
| Admin fee / account holder | $0 | $82-100.0% | $2,697-100.0% | $95-100.0% |