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: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $11,470 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,527 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,815 | $28,109+23.9% | $71,086-51.0% | $56,287-38.1% |
| Participation rate | 72.4% | 40.4%+31.9pp | 54.7%+17.7pp | 69.9%+2.5pp |
| Annual return | -5.38% | -615.05%+609.7pp | 650.59%-656.0pp | -9.96%+4.6pp |
| Employer contribution / active EE | $106 | $558-81.0% | $1,088-90.3% | $2,111-95.0% |
| Participant deferral / active EE | $1,595 | $1,116+43.0% | $1,874-14.9% | $3,350-52.4% |
| Admin fee / account holder | $83 | $585-85.8% | $3,082-97.3% | $521-84.1% |