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 INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $16,121 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,465 |
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.
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 | $46,427 | $44,221+5.0% | $121,196-61.7% | $56,287-17.5% |
| Participation rate | 46.8% | 61.1%-14.3pp | 71.7%-25.0pp | 69.9%-23.1pp |
| Annual return | -6.00% | -3.58%-2.4pp | 16.93%-22.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $956 | $1,480-35.4% | $4,022-76.2% | $2,111-54.7% |
| Participant deferral / active EE | $1,645 | $2,521-34.8% | $3,344-50.8% | $3,350-50.9% |
| Admin fee / account holder | $185 | $480-61.5% | $5,019-96.3% | $521-64.5% |