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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $16,589 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,940 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | 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 | $51,894 | $81,474-36.3% | $133,956-61.3% | $73,488-29.4% |
| Participation rate | 95.5% | 76.4%+19.1pp | 79.8%+15.6pp | 70.7%+24.8pp |
| Annual return | 18.31% | 19.40%-1.1pp | 45.09%-26.8pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,744 | $2,209-21.1% | $3,919-55.5% | $2,270-23.2% |
| Participant deferral / active EE | $5,861 | $3,786+54.8% | $5,048+16.1% | $3,740+56.7% |
| Admin fee / account holder | $87 | $713-87.9% | $8,927-99.0% | $513-83.1% |