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 INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $15,661 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,608 |
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 | $41,120 | $49,915-17.6% | $154,803-73.4% | $74,304-44.7% |
| Participation rate | 85.4% | 54.0%+31.5pp | 78.1%+7.3pp | 60.3%+25.1pp |
| Annual return | 13.17% | 34.06%-20.9pp | 58.88%-45.7pp | 29.43%-16.3pp |
| Employer contribution / active EE | $422 | $1,611-73.8% | $4,305-90.2% | $2,241-81.2% |
| Participant deferral / active EE | $4,595 | $2,255+103.8% | $5,540-17.1% | $3,767+22.0% |
| Admin fee / account holder | $119 | $2,189-94.6% | $14,329-99.2% | $2,969-96.0% |