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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,566 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $29,030 |
ADP BROKER-DEALER3 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,056 | $71,142-54.9% | $119,609-73.2% | $64,808-50.5% |
| Participation rate | 34.3% | 78.6%-44.3pp | 79.3%-44.9pp | 71.5%-37.2pp |
| Annual return | -18.03% | -10.01%-8.0pp | -14.97%-3.1pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,034 | $2,497-58.6% | $4,232-75.6% | $2,506-58.7% |
| Participant deferral / active EE | $2,263 | $4,490-49.6% | $5,602-59.6% | $4,310-47.5% |
| Admin fee / account holder | $350 | $162+115.9% | $10,323-96.6% | $188+86.4% |