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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,679 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $37,526 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,053 | $106,110+42.4% | $147,005+2.8% | $77,671+94.5% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.9pp | 70.6%+28.5pp |
| Annual return | 14.89% | 56.77%-41.9pp | 418.76%-403.9pp | 31.21%-16.3pp |
| Employer contribution / active EE | $4,274 | $4,065+5.2% | $4,934-13.4% | $2,726+56.8% |
| Participant deferral / active EE | $9,711 | $7,992+21.5% | $8,070+20.3% | $4,648+108.9% |
| Admin fee / account holder | $161 | $338-52.2% | $13,006-98.8% | $430-62.5% |