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 | $47,662 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $23,603 |
Filed as: BARNES DENNIG & CO.,LTD Service code 15 · EIN 31-1119890 | Recordkeeping | $7,808 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $36,360 | $69,305-47.5% | $82,313-55.8% | $69,631-47.8% |
| Participation rate | 96.1% | 80.3%+15.8pp | 76.9%+19.2pp | 70.7%+25.4pp |
| Annual return | 18.08% | 21.47%-3.4pp | 25.88%-7.8pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,589 | $1,887-15.8% | $2,428-34.6% | $2,032-21.8% |
| Participant deferral / active EE | $2,497 | $3,568-30.0% | $3,706-32.6% | $3,224-22.5% |
| Admin fee / account holder | $107 | $97+10.6% | $5,608-98.1% | $110-2.7% |