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 9-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,210 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $72,533 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,799 | $129,021-55.2% | $184,203-68.6% | $77,643-25.6% |
| Participation rate | 93.1% | 87.3%+5.8pp | 86.8%+6.3pp | 70.6%+22.5pp |
| Annual return | 15.44% | 33.27%-17.8pp | 28.81%-13.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,864 | $4,413-57.8% | $6,427-71.0% | $2,726-31.6% |
| Participant deferral / active EE | $5,801 | $7,297-20.5% | $9,131-36.5% | $4,647+24.8% |
| Admin fee / account holder | $190 | $254-25.3% | $13,901-98.6% | $430-56.0% |