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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.
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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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,793 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC5+ 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.
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 | $101,994 | $55,790+82.8% | $76,817+32.8% | $67,579+50.9% |
| Participation rate | 57.0% | 71.1%-14.1pp | 72.1%-15.1pp | 71.3%-14.2pp |
| Annual return | 23.58% | 64.45%-40.9pp | 1166.11%-1142.5pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,823 | $1,810+0.7% | $2,302-20.8% | $2,148-15.1% |
| Participant deferral / active EE | $3,795 | $2,875+32.0% | $3,336+13.8% | $3,539+7.2% |
| Admin fee / account holder | $45 | $159-71.7% | $6,420-99.3% | $142-68.3% |