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: UBS FINANCIAL Service code 16 · EIN 13-2638166 | Consulting | $62,500 |
ADP BROKER-DEALER1 year Filed as: ADP LLC Service code 49 PO BOX 842875 · BOSTON, MA 02284 | Other Services | $28,000 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $23,997 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Account ... | $17,242 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,907 | $122,186+84.9% | $146,958+53.7% | $199,593+13.2% |
| Participation rate | 88.7% | 78.3%+10.4pp | 82.2%+6.5pp | 72.0%+16.7pp |
| Annual return | 13.49% | 30.56%-17.1pp | 418.34%-404.8pp | 34.25%-20.8pp |
| Employer contribution / active EE | $3,611 | $4,093-11.8% | $4,933-26.8% | $3,034+19.0% |
| Participant deferral / active EE | $13,478 | $8,502+58.5% | $8,070+67.0% | $5,087+165.0% |
| Admin fee / account holder | $40 | $179-77.5% | $12,998-99.7% | $269-85.0% |