Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 | $5,945 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,791 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,931 | $86,922-73.6% | $102,438-77.6% | $80,874-71.6% |
| Participation rate | 98.6% | 72.4%+26.2pp | 76.5%+22.1pp | 67.6%+30.9pp |
| Annual return | 14.15% | 18.90%-4.7pp | 29.37%-15.2pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,888 | $2,369-20.3% | $3,024-37.5% | $2,756-31.5% |
| Participant deferral / active EE | $5,068 | $4,119+23.1% | $5,054+0.3% | $4,297+18.0% |
| Admin fee / account holder | $108 | $8,050-98.7% | $9,448-98.9% | $6,935-98.4% |