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 3-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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $31,386 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,476 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $83,563 | $88,360-5.4% | $145,433-42.5% | $67,986+22.9% |
| Participation rate | 88.6% | 65.5%+23.1pp | 82.1%+6.5pp | 57.2%+31.4pp |
| Annual return | 14.46% | 63.15%-48.7pp | 66.58%-52.1pp | 31.67%-17.2pp |
| Employer contribution / active EE | $2,594 | $3,054-15.1% | $4,554-43.1% | $2,019+28.5% |
| Participant deferral / active EE | $10,418 | $5,932+75.6% | $7,897+31.9% | $3,358+210.2% |
| Admin fee / account holder | $240 | $3,313-92.8% | $13,129-98.2% | $3,203-92.5% |