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: UNITED PLANNERS FNCL SVCS OF AMERIC Service code 15 · EIN 86-0588303 | Recordkeeping | $23,270 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,825 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $49,851 | $98,982-49.6% | $162,163-69.3% | $65,185-23.5% |
| Participation rate | 95.3% | 85.8%+9.5pp | 87.6%+7.7pp | 70.2%+25.1pp |
| Annual return | 23.49% | 24.84%-1.4pp | 115.59%-92.1pp | 29.38%-5.9pp |
| Employer contribution / active EE | $2,629 | $3,467-24.2% | $5,614-53.2% | $2,177+20.8% |
| Participant deferral / active EE | $7,155 | $5,384+32.9% | $7,298-2.0% | $3,514+103.6% |
| Admin fee / account holder | $113 | $596-81.1% | $10,843-99.0% | $847-86.7% |