Filed June 29, 2026
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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $106,074 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,751 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $153,492 | $92,055+66.7% | $106,213+44.5% | $77,643+97.7% |
| Participation rate | 92.1% | 81.0%+11.1pp | 75.3%+16.8pp | 70.6%+21.5pp |
| Annual return | 16.43% | 17.91%-1.5pp | 116.14%-99.7pp | 31.24%-14.8pp |
| Employer contribution / active EE | $9,229 | $3,367+174.1% | $3,171+191.0% | $2,726+238.6% |
| Participant deferral / active EE | $18,293 | $5,386+239.7% | $5,016+264.7% | $4,647+293.6% |
| Admin fee / account holder | $344 | $219+57.2% | $11,033-96.9% | $430-20.0% |