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 |
|---|---|---|
UBS FINANCIAL SERVICES INC9 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $25,688 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,685 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | 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 | $94,485 | $55,371+70.6% | $95,585-1.2% | $74,304+27.2% |
| Participation rate | 58.5% | 53.8%+4.6pp | 72.1%-13.6pp | 60.3%-1.9pp |
| Annual return | 16.46% | 24.26%-7.8pp | 38.56%-22.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,228 | $1,437-14.6% | $2,527-51.4% | $2,241-45.2% |
| Participant deferral / active EE | $4,291 | $2,955+45.2% | $4,023+6.7% | $3,767+13.9% |
| Admin fee / account holder | $170 | $2,620-93.5% | $6,127-97.2% | $2,969-94.3% |