Filed May 9, 2018 (most recent of 3 filings on file)
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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.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $167,147 |
UBS FINANCIAL SERVICES INC9 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $89,348 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,810 | $57,610-29.2% | $154,803-73.6% | $102,872-60.3% |
| Participation rate | 82.5% | 59.5%+23.1pp | 78.1%+4.5pp | 73.0%+9.5pp |
| Annual return | 18.56% | 30.49%-11.9pp | 58.88%-40.3pp | 19.06%-0.5pp |
| Employer contribution / active EE | $1,742 | $1,883-7.5% | $4,305-59.5% | $3,526-50.6% |
| Participant deferral / active EE | $3,740 | $2,914+28.3% | $5,540-32.5% | $5,535-32.4% |
| Admin fee / account holder | $132 | $368-64.1% | $14,329-99.1% | $292-54.8% |