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 | $100,923-17.2% | $150,045-44.3% | $74,304+12.5% |
| Participation rate | 88.6% | 70.1%+18.5pp | 82.3%+6.3pp | 60.3%+28.3pp |
| Annual return | 14.46% | 51.77%-37.3pp | 62.55%-48.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $2,594 | $3,463-25.1% | $4,693-44.7% | $2,241+15.7% |
| Participant deferral / active EE | $10,418 | $6,709+55.3% | $7,997+30.3% | $3,767+176.5% |
| Admin fee / account holder | $240 | $2,767-91.3% | $13,435-98.2% | $2,969-91.9% |