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: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $18,931 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,268 |
ADP BROKER-DEALER11+ 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 | $14,641 | $49,915-70.7% | $154,803-90.5% | $74,304-80.3% |
| Participation rate | 84.4% | 54.0%+30.4pp | 78.1%+6.3pp | 60.3%+24.0pp |
| Annual return | 14.69% | 34.06%-19.4pp | 58.88%-44.2pp | 29.43%-14.7pp |
| Employer contribution / active EE | $683 | $1,611-57.6% | $4,305-84.1% | $2,241-69.5% |
| Participant deferral / active EE | $2,413 | $2,255+7.0% | $5,540-56.5% | $3,767-36.0% |
| Admin fee / account holder | $112 | $2,189-94.9% | $14,329-99.2% | $2,969-96.2% |