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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,945 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS Service code 49 1501 K ST NW STE 1100 · WASHINGTON, DC 20005 | Other Services | $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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,888 | $98,750-61.6% | $149,696-74.7% | $79,858-52.6% |
| Participation rate | 56.3% | 75.8%-19.5pp | 82.5%-26.2pp | 69.6%-13.4pp |
| Annual return | 15.45% | 27.43%-12.0pp | 276.60%-261.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,020 | $3,216-68.3% | $4,644-78.0% | $2,471-58.7% |
| Participant deferral / active EE | $1,723 | $5,680-69.7% | $6,842-74.8% | $3,740-53.9% |
| Admin fee / account holder | $24 | $6,053-99.6% | $9,309-99.7% | $5,306-99.5% |