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 INC7+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $37,680 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,219 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,427 | $62,581+70.1% | $124,672-14.6% | $86,799+22.6% |
| Participation rate | 97.1% | 56.9%+40.3pp | 74.6%+22.5pp | 72.3%+24.9pp |
| Annual return | 12.60% | 26.67%-14.1pp | 5142.93%-5130.3pp | 97.91%-85.3pp |
| Employer contribution / active EE | $3,875 | $1,604+141.6% | $3,324+16.6% | $2,405+61.1% |
| Participant deferral / active EE | $6,166 | $2,725+126.2% | $4,614+33.6% | $4,131+49.3% |
| Admin fee / account holder | $136 | $170-19.9% | $7,493-98.2% | $170-19.8% |