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 INC8 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $22,258 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,885 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $1 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,503 | $58,923+45.1% | $97,167-12.0% | $74,546+14.7% |
| Participation rate | 47.2% | 63.6%-16.4pp | 72.7%-25.5pp | 67.2%-20.0pp |
| Annual return | 15.68% | 16.04%-0.4pp | 75.27%-59.6pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $1,159 | $1,894-38.8% | $2,729-57.5% | $2,624-55.8% |
| Participant deferral / active EE | $4,228 | $3,664+15.4% | $4,264-0.8% | $4,347-2.8% |
| Admin fee / account holder | $159 | $1,974-92.0% | $5,650-97.2% | $1,944-91.8% |