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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $91,201 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $33,778 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,136 | $47,126-57.3% | $149,673-86.5% | $74,419-72.9% |
| Participation rate | 88.0% | 63.4%+24.6pp | 78.8%+9.3pp | 70.7%+17.3pp |
| Annual return | 17.30% | 22.75%-5.5pp | 134.42%-117.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $872 | $1,905-54.2% | $4,818-81.9% | $2,637-66.9% |
| Participant deferral / active EE | $2,835 | $2,728+3.9% | $5,680-50.1% | $4,528-37.4% |
| Admin fee / account holder | $125 | $343-63.4% | $13,210-99.1% | $348-63.9% |