See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,403 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $21,343 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,551 | $95,274-65.8% | $135,903-76.0% | $74,419-56.3% |
| Participation rate | 77.7% | 78.2%-0.5pp | 81.9%-4.2pp | 70.7%+7.0pp |
| Annual return | 33.77% | 32.77%+1.0pp | 68.23%-34.5pp | 34.38%-0.6pp |
| Employer contribution / active EE | $3,023 | $3,874-22.0% | $4,856-37.7% | $2,637+14.6% |
| Participant deferral / active EE | $6,106 | $7,782-21.5% | $7,758-21.3% | $4,528+34.8% |
| Admin fee / account holder | $131 | $266-50.6% | $10,762-98.8% | $348-62.2% |