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 | $40,362 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,874 |
ADP BROKER-DEALER6 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 | $62,421 | $102,553-39.1% | $151,611-58.8% | $66,914-6.7% |
| Participation rate | 92.9% | 85.5%+7.4pp | 87.5%+5.4pp | 69.8%+23.1pp |
| Annual return | -9.96% | -10.82%+0.9pp | 3.33%-13.3pp | 1.58%-11.5pp |
| Employer contribution / active EE | $5,242 | $4,180+25.4% | $6,166-15.0% | $2,544+106.0% |
| Participant deferral / active EE | $9,942 | $6,641+49.7% | $8,363+18.9% | $4,237+134.7% |
| Admin fee / account holder | $164 | $630-74.0% | $11,616-98.6% | $593-72.4% |