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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,450 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 49 4800 N SCOTTSDALE ROAD · SCOTTSDALE, AZ 85251 | Other Services | $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 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 | $8,845 | $50,106-82.3% | $70,014-87.4% | $57,658-84.7% |
| Participation rate | 61.3% | 70.9%-9.6pp | 71.8%-10.6pp | 70.2%-9.0pp |
| Annual return | 61.08% | 14.58%+46.5pp | 12.99%+48.1pp | 5.13%+55.9pp |
| Employer contribution / active EE | $1,128 | $1,739-35.2% | $2,338-51.8% | $1,974-42.9% |
| Participant deferral / active EE | $1,807 | $2,486-27.3% | $2,931-38.3% | $3,061-41.0% |
| Admin fee / account holder | $11 | $89-88.2% | $4,380-99.8% | $95-88.8% |