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 | $11,788 |
BLUE CHIP RETIREMENT PLANS, INC.6+ years Filed as: BLUE & CO., LLC Service code 15 · EIN 35-1178661 | Recordkeeping | $9,500 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,186 | $39,286+121.9% | $80,716+8.0% | $79,386+9.8% |
| Participation rate | 33.9% | 41.0%-7.0pp | 54.2%-20.2pp | 70.7%-36.8pp |
| Annual return | 23.63% | 98.95%-75.3pp | 87.28%-63.6pp | 116.85%-93.2pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,183 | $1,264-6.4% | $2,146-44.9% | $4,046-70.8% |
| Admin fee / account holder | $157 | $647-75.8% | $3,380-95.4% | $626-75.0% |