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 | $2,780 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS Service code 49 20 PACIFICA SUITE 1500 · IRVINE, CA 92618 | Other Services | $0 |
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 | $40,188 | $66,302-39.4% | $110,238-63.5% | $56,287-28.6% |
| Participation rate | 92.5% | 74.9%+17.6pp | 79.8%+12.7pp | 69.9%+22.7pp |
| Annual return | -0.57% | -1.18%+0.6pp | 314.74%-315.3pp | -9.96%+9.4pp |
| Employer contribution / active EE | $1,407 | $2,047-31.3% | $3,826-63.2% | $2,111-33.3% |
| Participant deferral / active EE | $4,958 | $3,381+46.6% | $4,672+6.1% | $3,350+48.0% |
| Admin fee / account holder | $13 | $698-98.2% | $8,547-99.9% | $521-97.6% |