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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,394 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $8,486 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,303 | $70,908-46.0% | $98,907-61.3% | $73,488-47.9% |
| Participation rate | 91.0% | 73.8%+17.2pp | 76.0%+15.0pp | 70.7%+20.3pp |
| Annual return | 8.01% | 34.17%-26.2pp | 196.43%-188.4pp | 28.51%-20.5pp |
| Employer contribution / active EE | $1,105 | $2,036-45.7% | $2,689-58.9% | $2,270-51.3% |
| Participant deferral / active EE | $3,005 | $3,500-14.1% | $4,244-29.2% | $3,740-19.7% |
| Admin fee / account holder | $201 | $535-62.4% | $6,642-97.0% | $513-60.8% |