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 | $28,683 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,325 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,890 | $69,305-25.1% | $82,313-37.0% | $69,631-25.5% |
| Participation rate | 79.6% | 80.3%-0.7pp | 76.9%+2.7pp | 70.7%+8.9pp |
| Annual return | 19.71% | 21.47%-1.8pp | 25.88%-6.2pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $669 | $1,887-64.5% | $2,428-72.4% | $2,032-67.1% |
| Participant deferral / active EE | $2,708 | $3,568-24.1% | $3,706-26.9% | $3,224-16.0% |
| Admin fee / account holder | $124 | $97+27.5% | $5,608-97.8% | $110+12.2% |