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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $53,287 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $27,935 |
ADP BROKER-DEALER4 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,854 | $91,372-57.5% | $129,995-70.1% | $74,419-47.8% |
| Participation rate | 35.0% | 77.8%-42.8pp | 78.5%-43.5pp | 70.7%-35.7pp |
| Annual return | 17.89% | 23.21%-5.3pp | -137.18%+155.1pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,069 | $2,563-58.3% | $4,320-75.3% | $2,637-59.5% |
| Participant deferral / active EE | $2,396 | $4,721-49.2% | $5,820-58.8% | $4,528-47.1% |
| Admin fee / account holder | $346 | $283+22.0% | $10,614-96.7% | $348-0.6% |