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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,027 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 49 5120 VILLAGE SQUARE DR STE D · PADUCAH, KY 42001 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,244 | $107,378-72.8% | $108,579-73.1% | $57,658-49.3% |
| Participation rate | 93.9% | 77.1%+16.8pp | 79.6%+14.4pp | 70.2%+23.7pp |
| Annual return | 9.79% | 12.80%-3.0pp | -51.70%+61.5pp | 5.13%+4.7pp |
| Employer contribution / active EE | $970 | $1,782-45.6% | $3,758-74.2% | $1,974-50.9% |
| Participant deferral / active EE | $4,615 | $3,221+43.3% | $4,311+7.1% | $3,061+50.8% |
| Admin fee / account holder | $23 | $108-78.7% | $7,645-99.7% | $95-75.5% |