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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,752 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $29,603 |
ADP BROKER-DEALER4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,064 | $106,028-66.0% | $146,958-75.5% | $77,643-53.6% |
| Participation rate | 88.6% | 78.4%+10.2pp | 82.2%+6.4pp | 70.6%+18.0pp |
| Annual return | 18.62% | 56.73%-38.1pp | 418.34%-399.7pp | 31.24%-12.6pp |
| Employer contribution / active EE | $3,121 | $4,063-23.2% | $4,933-36.7% | $2,726+14.5% |
| Participant deferral / active EE | $6,321 | $7,990-20.9% | $8,070-21.7% | $4,647+36.0% |
| Admin fee / account holder | $136 | $337-59.8% | $12,998-99.0% | $430-68.5% |