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 | $33,745 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,637 |
ADP BROKER-DEALER8 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 | $69,821 | $122,239-42.9% | $184,203-62.1% | $74,495-6.3% |
| Participation rate | 91.8% | 85.5%+6.3pp | 86.8%+5.0pp | 67.2%+24.6pp |
| Annual return | 17.12% | 19.95%-2.8pp | 28.81%-11.7pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $5,050 | $4,537+11.3% | $6,427-21.4% | $2,623+92.5% |
| Participant deferral / active EE | $10,467 | $7,139+46.6% | $9,131+14.6% | $4,346+140.9% |
| Admin fee / account holder | $148 | $1,260-88.2% | $13,901-98.9% | $1,942-92.4% |