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 INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $13,979 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,748 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,471 | $50,643-30.0% | $106,619-66.7% | $55,167-35.7% |
| Participation rate | 95.8% | 65.6%+30.2pp | 78.0%+17.8pp | 69.0%+26.8pp |
| Annual return | 6.26% | 7.02%-0.8pp | 9.42%-3.2pp | 169.23%-163.0pp |
| Employer contribution / active EE | $488 | $1,626-70.0% | $3,947-87.6% | $1,963-75.1% |
| Participant deferral / active EE | $2,737 | $2,208+24.0% | $3,930-30.3% | $3,054-10.4% |
| Admin fee / account holder | $111 | $488-77.3% | $6,418-98.3% | $504-78.0% |