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 INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $23,257 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,160 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,485 | $63,905-36.6% | $74,183-45.4% | $57,658-29.8% |
| Participation rate | 68.8% | 79.8%-10.9pp | 76.6%-7.8pp | 70.2%-1.4pp |
| Annual return | 10.75% | 60.60%-49.9pp | 17.74%-7.0pp | 5.13%+5.6pp |
| Employer contribution / active EE | $1,971 | $1,840+7.1% | $2,370-16.8% | $1,974-0.1% |
| Participant deferral / active EE | $4,000 | $3,448+16.0% | $3,550+12.7% | $3,061+30.7% |
| Admin fee / account holder | $95 | $91+4.1% | $5,586-98.3% | $95+0.3% |