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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $41,889 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,598 |
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 | $93,910 | $91,372+2.8% | $129,995-27.8% | $74,419+26.2% |
| Participation rate | 63.3% | 77.8%-14.5pp | 78.5%-15.2pp | 70.7%-7.5pp |
| Annual return | 17.72% | 23.21%-5.5pp | -137.18%+154.9pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,477 | $2,563-42.4% | $4,320-65.8% | $2,637-44.0% |
| Participant deferral / active EE | $4,100 | $4,721-13.2% | $5,820-29.6% | $4,528-9.5% |
| Admin fee / account holder | $190 | $283-33.0% | $10,614-98.2% | $348-45.4% |