See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,019 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS Service code 49 331 NEWMAN SPRINGS RD BLDG 1 · RED BANK, NJ 07701 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,451 | $48,261+85.3% | $68,793+30.0% | $55,725+60.5% |
| Participation rate | 53.5% | 71.0%-17.6pp | 72.2%-18.7pp | 70.9%-17.4pp |
| Annual return | -3.18% | -2.61%-0.6pp | -4.63%+1.5pp | 244.93%-248.1pp |
| Employer contribution / active EE | $1,622 | $1,742-6.9% | $2,625-38.2% | $2,078-21.9% |
| Participant deferral / active EE | $3,338 | $2,712+23.1% | $3,311+0.8% | $3,356-0.5% |
| Admin fee / account holder | $33 | $126-74.1% | $5,131-99.4% | $115-71.6% |