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 8-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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,563 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $24,110 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,006 | $86,225-61.7% | $146,665-77.5% | $86,799-62.0% |
| Participation rate | 34.6% | 78.0%-43.4pp | 80.1%-45.5pp | 72.3%-37.7pp |
| Annual return | 15.10% | 31.23%-16.1pp | 22.74%-7.6pp | 97.91%-82.8pp |
| Employer contribution / active EE | $929 | $2,392-61.2% | $4,136-77.5% | $2,405-61.4% |
| Participant deferral / active EE | $1,951 | $4,245-54.0% | $5,506-64.6% | $4,131-52.8% |
| Admin fee / account holder | $282 | $195+44.2% | $10,280-97.3% | $170+66.1% |