Filed January 23, 2017
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 INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $23,228 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,146 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $51,280 | $63,114-18.8% | $92,893-44.8% | $65,185-21.3% |
| Participation rate | 86.7% | 68.8%+17.9pp | 76.0%+10.7pp | 70.2%+16.5pp |
| Annual return | 22.05% | 28.75%-6.7pp | 109.41%-87.4pp | 29.38%-7.3pp |
| Employer contribution / active EE | $743 | $2,571-71.1% | $3,653-79.7% | $2,177-65.9% |
| Participant deferral / active EE | $3,513 | $3,108+13.0% | $4,236-17.1% | $3,5140% |
| Admin fee / account holder | $114 | $624-81.7% | $5,794-98.0% | $847-86.5% |