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 INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $17,921 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,552 |
ADP BROKER-DEALER10+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,920 | $101,499-73.5% | $147,005-81.7% | $74,546-63.9% |
| Participation rate | 95.5% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.3pp |
| Annual return | 15.38% | 8732.34%-8717.0pp | 418.76%-403.4pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $1,124 | $3,811-70.5% | $4,934-77.2% | $2,624-57.2% |
| Participant deferral / active EE | $3,561 | $7,304-51.3% | $8,070-55.9% | $4,347-18.1% |
| Admin fee / account holder | $87 | $1,748-95.0% | $13,006-99.3% | $1,944-95.5% |