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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $39,975 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,486 |
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 | $86,783 | $71,142+22.0% | $119,609-27.4% | $64,808+33.9% |
| Participation rate | 65.2% | 78.6%-13.4pp | 79.3%-14.0pp | 71.5%-6.2pp |
| Annual return | -15.77% | -10.01%-5.8pp | -14.97%-0.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,020 | $2,497-59.1% | $4,232-75.9% | $2,506-59.3% |
| Participant deferral / active EE | $4,250 | $4,490-5.3% | $5,602-24.1% | $4,310-1.4% |
| Admin fee / account holder | $196 | $162+21.0% | $10,323-98.1% | $188+4.5% |