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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $14,585 |
BLUE CHIP RETIREMENT PLANS, INC.7+ years Filed as: BLUE & CO., LLC Service code 15 · EIN 35-1178661 | Recordkeeping | $10,200 |
ADP BROKER-DEALER7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,779 | $27,641+145.2% | $61,373+10.4% | $68,494-1.0% |
| Participation rate | 30.2% | 39.5%-9.3pp | 52.6%-22.4pp | 67.9%-37.7pp |
| Annual return | -17.02% | -13.24%-3.8pp | 338.61%-355.6pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,633 | $1,263+29.3% | $2,125-23.1% | $4,027-59.4% |
| Admin fee / account holder | $166 | $2,010-91.8% | $2,130-92.2% | $5,403-96.9% |