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 INC2+ years Filed as: THE/UBS Service code 49 499 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Other Services | $34,038 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,149 |
DEAM DISTRIBUTORS, INC.1 year Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1 year Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,280 | $36,916-15.3% | $156,549-80.0% | $57,658-45.7% |
| Participation rate | 40.7% | 63.4%-22.7pp | 84.0%-43.3pp | 70.2%-29.5pp |
| Annual return | 4.78% | 12.38%-7.6pp | 32.23%-27.5pp | 5.13%-0.4pp |
| Employer contribution / active EE | $431 | $1,571-72.5% | $5,501-92.2% | $1,974-78.1% |
| Participant deferral / active EE | $1,230 | $1,926-36.1% | $4,871-74.8% | $3,061-59.8% |
| Admin fee / account holder | $13 | $82-84.6% | $13,027-99.9% | $95-86.5% |