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 INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $25,017 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,319 |
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 | $34,101 | $54,193-37.1% | $93,606-63.6% | $77,643-56.1% |
| Participation rate | 90.8% | 63.9%+26.8pp | 68.7%+22.0pp | 70.6%+20.2pp |
| Annual return | 20.36% | 30.54%-10.2pp | 133.20%-112.8pp | 31.24%-10.9pp |
| Employer contribution / active EE | $860 | $1,168-26.3% | $2,420-64.4% | $2,726-68.4% |
| Participant deferral / active EE | $5,104 | $3,144+62.4% | $4,411+15.7% | $4,647+9.8% |
| Admin fee / account holder | $80 | $576-86.0% | $8,285-99.0% | $430-81.3% |