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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $18,350 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,365 |
ADP BROKER-DEALER8+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,042 | $86,655-34.2% | $119,609-52.3% | $66,914-14.8% |
| Participation rate | 52.4% | 75.6%-23.2pp | 79.3%-26.9pp | 69.8%-17.4pp |
| Annual return | -14.20% | -8.00%-6.2pp | -14.97%+0.8pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,277 | $2,536-49.6% | $4,232-69.8% | $2,544-49.8% |
| Participant deferral / active EE | $2,364 | $4,358-45.8% | $5,602-57.8% | $4,237-44.2% |
| Admin fee / account holder | $188 | $755-75.1% | $10,323-98.2% | $593-68.3% |