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 INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $79,611 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,124 |
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 | $183,252 | $100,923+81.6% | $150,045+22.1% | $74,304+146.6% |
| Participation rate | 98.3% | 70.1%+28.2pp | 82.3%+16.0pp | 60.3%+38.0pp |
| Annual return | 25.29% | 51.77%-26.5pp | 62.55%-37.3pp | 29.43%-4.1pp |
| Employer contribution / active EE | $13,009 | $3,463+275.6% | $4,693+177.2% | $2,241+480.5% |
| Participant deferral / active EE | $15,852 | $6,709+136.3% | $7,997+98.2% | $3,767+320.8% |
| Admin fee / account holder | $499 | $2,767-82.0% | $13,435-96.3% | $2,969-83.2% |