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 |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,225 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS Service code 49 370 17TH ST SUITE 4100 · DENVER, CO 80202 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,460 | $62,586-52.9% | $76,768-61.6% | $64,186-54.1% |
| Participation rate | 98.5% | 72.8%+25.7pp | 77.0%+21.5pp | 69.6%+28.9pp |
| Annual return | -3.98% | -1.95%-2.0pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $3,030 | $1,832+65.4% | $2,485+21.9% | $2,381+27.3% |
| Participant deferral / active EE | $1,336 | $3,145-57.5% | $3,852-65.3% | $3,470-61.5% |
| Admin fee / account holder | $24 | $4,667-99.5% | $6,675-99.6% | $4,888-99.5% |