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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $98,059 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $34,361 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $14,397 | $62,928-77.1% | $172,739-91.7% | $67,579-78.7% |
| Participation rate | 90.1% | 64.5%+25.6pp | 82.6%+7.4pp | 71.3%+18.8pp |
| Annual return | 21.23% | 30.36%-9.1pp | 802.84%-781.6pp | 378.56%-357.3pp |
| Employer contribution / active EE | $258 | $1,636-84.3% | $5,143-95.0% | $2,148-88.0% |
| Participant deferral / active EE | $2,012 | $2,145-6.2% | $5,198-61.3% | $3,539-43.2% |
| Admin fee / account holder | $117 | $167-29.6% | $13,954-99.2% | $142-17.6% |