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 |
|---|---|---|
Filed as: UNITED PLANNERS FNCL SVCS OF AMERIC Service code 15 · EIN 86-0588303 | Recordkeeping | $24,989 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,230 |
ADP BROKER-DEALER6 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.
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 | $88,233 | $82,978+6.3% | $129,995-32.1% | $71,457+23.5% |
| Participation rate | 69.9% | 74.1%-4.2pp | 78.5%-8.6pp | 67.9%+2.0pp |
| Annual return | 14.96% | 20.60%-5.6pp | -137.18%+152.1pp | 28.85%-13.9pp |
| Employer contribution / active EE | $2,260 | $2,622-13.8% | $4,320-47.7% | $2,588-12.6% |
| Participant deferral / active EE | $4,613 | $4,432+4.1% | $5,820-20.7% | $4,289+7.6% |
| Admin fee / account holder | $184 | $1,729-89.4% | $10,614-98.3% | $1,587-88.4% |