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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,660 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $14,097 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,596 | $69,823-14.6% | $77,163-22.8% | $74,419-19.9% |
| Participation rate | 63.3% | 70.0%-6.7pp | 69.6%-6.2pp | 70.7%-7.4pp |
| Annual return | 14.17% | 19.98%-5.8pp | 37.87%-23.7pp | 34.38%-20.2pp |
| Employer contribution / active EE | $1,821 | $2,150-15.3% | $2,535-28.2% | $2,637-30.9% |
| Participant deferral / active EE | $3,657 | $3,558+2.8% | $3,833-4.6% | $4,528-19.2% |
| Admin fee / account holder | $163 | $398-59.1% | $5,472-97.0% | $348-53.2% |