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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.
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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,735 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC6+ 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 | $119,188 | $61,473+93.9% | $81,930+45.5% | $73,409+62.4% |
| Participation rate | 56.5% | 72.4%-15.8pp | 72.0%-15.5pp | 72.2%-15.6pp |
| Annual return | 19.32% | 28.26%-8.9pp | 29.49%-10.2pp | 59.29%-40.0pp |
| Employer contribution / active EE | $1,919 | $1,898+1.1% | $4,310-55.5% | $2,234-14.1% |
| Participant deferral / active EE | $4,012 | $3,080+30.2% | $7,107-43.6% | $3,805+5.4% |
| Admin fee / account holder | $33 | $125-73.7% | $5,158-99.4% | $158-79.1% |