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 INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $37,318 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,522 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,580 | $88,890-37.5% | $102,423-45.7% | $77,643-28.4% |
| Participation rate | 92.2% | 80.9%+11.3pp | 76.5%+15.7pp | 70.6%+21.6pp |
| Annual return | 13.35% | 24.98%-11.6pp | 29.32%-16.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,408 | $2,698-47.8% | $3,023-53.4% | $2,726-48.3% |
| Participant deferral / active EE | $4,477 | $5,145-13.0% | $5,053-11.4% | $4,647-3.7% |
| Admin fee / account holder | $128 | $235-45.7% | $9,451-98.6% | $430-70.3% |