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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,746 |
UBS FINANCIAL SERVICES INC9 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $14,841 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $78,571 | $88,982-11.7% | $102,438-23.3% | $77,671+1.2% |
| Participation rate | 81.9% | 80.9%+1.0pp | 76.5%+5.4pp | 70.6%+11.4pp |
| Annual return | 14.77% | 25.01%-10.2pp | 29.37%-14.6pp | 31.21%-16.4pp |
| Employer contribution / active EE | $1,152 | $2,698-57.3% | $3,024-61.9% | $2,726-57.7% |
| Participant deferral / active EE | $6,486 | $5,144+26.1% | $5,054+28.3% | $4,648+39.5% |
| Admin fee / account holder | $181 | $236-23.1% | $9,448-98.1% | $430-57.9% |