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 INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $18,349 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,630 |
ADP BROKER-DEALER5+ 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 | $61,652 | $53,777+14.6% | $134,143-54.0% | $79,858-22.8% |
| Participation rate | 52.2% | 58.8%-6.5pp | 72.2%-20.0pp | 69.6%-17.4pp |
| Annual return | 13.43% | 19.01%-5.6pp | 36.33%-22.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,289 | $1,321-2.5% | $3,704-65.2% | $2,471-47.8% |
| Participant deferral / active EE | $1,970 | $2,420-18.6% | $3,499-43.7% | $3,740-47.3% |
| Admin fee / account holder | $213 | $3,984-94.7% | $6,684-96.8% | $5,306-96.0% |