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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $100,277 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,781 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,294 | $44,897-8.0% | $84,966-51.4% | $199,593-79.3% |
| Participation rate | 90.7% | 45.7%+44.9pp | 67.5%+23.2pp | 72.0%+18.7pp |
| Annual return | 51.22% | 20.96%+30.3pp | 66.38%-15.2pp | 34.25%+17.0pp |
| Employer contribution / active EE | $3,274 | $1,365+139.8% | $2,727+20.1% | $3,034+7.9% |
| Participant deferral / active EE | $4,265 | $2,668+59.9% | $4,519-5.6% | $5,087-16.2% |
| Admin fee / account holder | $117 | $584-80.0% | $6,149-98.1% | $269-56.4% |