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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $15,205 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $904 |
ADP BROKER-DEALER6+ 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 | $40,447 | $35,986+12.4% | $77,482-47.8% | $73,488-45.0% |
| Participation rate | 81.1% | 40.8%+40.2pp | 54.2%+26.9pp | 70.7%+10.4pp |
| Annual return | 19.84% | 19.26%+0.6pp | 54.79%-34.9pp | 28.51%-8.7pp |
| Employer contribution / active EE | $112 | $557-79.9% | $986-88.7% | $2,270-95.1% |
| Participant deferral / active EE | $1,653 | $1,198+38.1% | $1,861-11.2% | $3,740-55.8% |
| Admin fee / account holder | $85 | $466-81.8% | $2,858-97.0% | $513-83.5% |