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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,205 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS Service code 49 1 N WACKER DRIVE 26TH FLOOR · CHICAGO, IL 60606 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $19,337 | $65,061-70.3% | $143,757-86.5% | $66,914-71.1% |
| Participation rate | 38.8% | 65.2%-26.4pp | 80.3%-41.5pp | 69.8%-31.0pp |
| Annual return | -15.98% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $505 | $2,361-78.6% | $4,951-89.8% | $2,544-80.2% |
| Participant deferral / active EE | $2,182 | $2,919-25.2% | $5,637-61.3% | $4,237-48.5% |
| Admin fee / account holder | $40 | $502-92.0% | $14,673-99.7% | $593-93.2% |