Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 INC8 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $22,431 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,272 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,640 | $79,184-20.9% | $102,438-38.9% | $74,546-16.0% |
| Participation rate | 93.5% | 74.8%+18.7pp | 76.5%+17.0pp | 67.2%+26.3pp |
| Annual return | 12.36% | 54.95%-42.6pp | 29.37%-17.0pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $3,041 | $2,362+28.7% | $3,024+0.6% | $2,624+15.9% |
| Participant deferral / active EE | $7,860 | $4,414+78.1% | $5,054+55.5% | $4,347+80.8% |
| Admin fee / account holder | $164 | $2,001-91.8% | $9,448-98.3% | $1,944-91.6% |