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 INC8 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $25,486 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,142 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,728 | $96,484-17.4% | $156,263-49.0% | $74,304+7.3% |
| Participation rate | 89.0% | 67.7%+21.3pp | 78.9%+10.1pp | 60.3%+28.6pp |
| Annual return | 8.89% | 17.73%-8.8pp | 59.47%-50.6pp | 29.43%-20.5pp |
| Employer contribution / active EE | $1,187 | $2,528-53.1% | $4,333-72.6% | $2,241-47.0% |
| Participant deferral / active EE | $3,700 | $4,286-13.7% | $6,158-39.9% | $3,767-1.8% |
| Admin fee / account holder | $269 | $3,728-92.8% | $14,255-98.1% | $2,969-90.9% |