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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $33,941 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,492 |
OCONNOR DAVIES,1 year Service code 15 · EIN 27-1728945 | Recordkeeping | $12,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,387 | $93,571-38.7% | $135,903-57.8% | $75,163-23.7% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.8pp | 67.2%+31.5pp |
| Annual return | 21.53% | 30.90%-9.4pp | 68.23%-46.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,570 | $3,537-27.3% | $4,856-47.1% | $2,670-3.7% |
| Participant deferral / active EE | $16,669 | $6,404+160.3% | $7,758+114.9% | $4,125+304.1% |
| Admin fee / account holder | $345 | $6,975-95.1% | $10,762-96.8% | $5,651-93.9% |