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 | $32,245 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,010 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,943 | $69,305+32.7% | $82,313+11.7% | $69,631+32.0% |
| Participation rate | 48.8% | 80.3%-31.5pp | 76.9%-28.1pp | 70.7%-21.9pp |
| Annual return | 16.81% | 21.47%-4.7pp | 25.88%-9.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $424 | $1,887-77.5% | $2,428-82.5% | $2,032-79.1% |
| Participant deferral / active EE | $3,808 | $3,568+6.7% | $3,706+2.7% | $3,224+18.1% |
| Admin fee / account holder | $200 | $97+106.1% | $5,608-96.4% | $110+81.4% |