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 | $14,576 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,168 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,765 | $81,474-34.0% | $133,956-59.9% | $73,488-26.8% |
| Participation rate | 58.0% | 76.4%-18.3pp | 79.8%-21.8pp | 70.7%-12.7pp |
| Annual return | 12.08% | 19.40%-7.3pp | 45.09%-33.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $1,394 | $2,209-36.9% | $3,919-64.4% | $2,270-38.6% |
| Participant deferral / active EE | $2,446 | $3,786-35.4% | $5,048-51.5% | $3,740-34.6% |
| Admin fee / account holder | $158 | $713-77.8% | $8,927-98.2% | $513-69.1% |