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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $32,763 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $25,996 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $17,455 | $47,456-63.2% | $172,739-89.9% | $77,787-77.6% |
| Participation rate | 95.4% | 66.3%+29.1pp | 82.6%+12.8pp | 73.2%+22.2pp |
| Annual return | 22.55% | 35.57%-13.0pp | 802.84%-780.3pp | 32.57%-10.0pp |
| Employer contribution / active EE | $731 | $1,574-53.5% | $5,143-85.8% | $2,504-70.8% |
| Participant deferral / active EE | $1,945 | $2,560-24.0% | $5,198-62.6% | $3,967-51.0% |
| Admin fee / account holder | $47 | $81-41.9% | $13,954-99.7% | $100-53.0% |