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 | $3,880 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS Service code 49 5 REVERE DR STE 500 · NORTHBROOK, IL 600628003 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,597 | $55,790-21.9% | $76,817-43.2% | $67,579-35.5% |
| Participation rate | 47.5% | 71.1%-23.6pp | 72.1%-24.6pp | 71.3%-23.8pp |
| Annual return | 21.52% | 64.45%-42.9pp | 1166.11%-1144.6pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,233 | $1,810-31.9% | $2,302-46.4% | $2,148-42.6% |
| Participant deferral / active EE | $2,354 | $2,875-18.1% | $3,336-29.4% | $3,539-33.5% |
| Admin fee / account holder | $20 | $159-87.2% | $6,420-99.7% | $142-85.7% |