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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $15,940 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,809 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,461 | $55,415-75.7% | $155,509-91.3% | $74,495-81.9% |
| Participation rate | 87.0% | 61.9%+25.1pp | 78.2%+8.8pp | 67.2%+19.8pp |
| Annual return | 12.55% | 268.50%-255.9pp | 64.67%-52.1pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $723 | $2,267-68.1% | $4,672-84.5% | $2,623-72.4% |
| Participant deferral / active EE | $2,574 | $2,836-9.2% | $5,626-54.2% | $4,346-40.8% |
| Admin fee / account holder | $101 | $1,738-94.2% | $15,912-99.4% | $1,942-94.8% |