See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNITED PLANNERS FNCL SVCS OF AMERIC Service code 15 · EIN 86-0588303 | Recordkeeping | $15,368 |
ALLMERITS ASSET, LLC1 year Service code 15 · EIN 85-0737245 | Recordkeeping | $7,812 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,177 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,512 | $132,049-39.8% | $200,582-60.4% | $74,304+7.0% |
| Participation rate | 89.9% | 84.1%+5.8pp | 86.9%+3.0pp | 60.3%+29.5pp |
| Annual return | 23.01% | 22.22%+0.8pp | 42.33%-19.3pp | 29.43%-6.4pp |
| Employer contribution / active EE | $4,532 | $4,558-0.6% | $6,419-29.4% | $2,241+102.2% |
| Participant deferral / active EE | $9,708 | $7,213+34.6% | $9,331+4.0% | $3,767+157.7% |
| Admin fee / account holder | $111 | $2,405-95.4% | $16,305-99.3% | $2,969-96.2% |