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 | $43,309 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,161 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,195 | $130,194-46.1% | $169,993-58.7% | $71,457-1.8% |
| Participation rate | 90.2% | 86.1%+4.0pp | 87.0%+3.2pp | 67.9%+22.3pp |
| Annual return | 15.03% | 20.37%-5.3pp | 53.37%-38.3pp | 28.85%-13.8pp |
| Employer contribution / active EE | $4,971 | $4,381+13.5% | $6,785-26.7% | $2,588+92.1% |
| Participant deferral / active EE | $9,777 | $6,923+41.2% | $10,408-6.1% | $4,289+128.0% |
| Admin fee / account holder | $312 | $966-67.6% | $12,815-97.6% | $1,587-80.3% |