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 7-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,142 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $16,089 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,857 | $84,487-55.2% | $125,339-69.8% | $66,914-43.4% |
| Participation rate | 97.0% | 76.4%+20.6pp | 82.4%+14.6pp | 69.8%+27.2pp |
| Annual return | -16.15% | -8.39%-7.8pp | 572.05%-588.2pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,568 | $3,553-27.7% | $4,814-46.7% | $2,544+0.9% |
| Participant deferral / active EE | $13,092 | $6,781+93.1% | $7,446+75.8% | $4,237+209.0% |
| Admin fee / account holder | $228 | $685-66.7% | $10,010-97.7% | $593-61.6% |