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 9-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 |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $65,211 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,091 |
Filed as: BENESCH FRIEDLANDER COPLAN & ARONOF Service code 27 · EIN 34-6596918 | Advisory (Plan) | $20,000 |
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 | $113,830 | $112,096+1.5% | $95,952+18.6% | $158,922-28.4% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 8.59% | 171.09%-162.5pp | 91.61%-83.0pp | 302.83%-294.2pp |
| Employer contribution / active EE | $2,913 | $3,198-8.9% | $2,541+14.6% | $4,761-38.8% |
| Participant deferral / active EE | $9,686 | $4,784+102.5% | $4,167+132.4% | $5,982+61.9% |
| Admin fee / account holder | $1,440 | $10,130-85.8% | $6,795-78.8% | $11,246-87.2% |