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 | $18,252 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,311 |
ADP BROKER-DEALER9+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,265 | $82,978-14.1% | $129,995-45.2% | $71,457-0.3% |
| Participation rate | 46.3% | 74.1%-27.8pp | 78.5%-32.2pp | 67.9%-21.7pp |
| Annual return | 11.72% | 20.60%-8.9pp | -137.18%+148.9pp | 28.85%-17.1pp |
| Employer contribution / active EE | $1,430 | $2,622-45.5% | $4,320-66.9% | $2,588-44.7% |
| Participant deferral / active EE | $2,627 | $4,432-40.7% | $5,820-54.9% | $4,289-38.7% |
| Admin fee / account holder | $212 | $1,729-87.7% | $10,614-98.0% | $1,587-86.6% |