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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,134 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS Service code 49 1 N WACKER DRIVE 26TH FLOOR · CHICAGO, IL 60606 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,535 | $106,028-21.2% | $146,958-43.2% | $77,643+7.6% |
| Participation rate | 75.3% | 78.4%-3.0pp | 82.2%-6.8pp | 70.6%+4.7pp |
| Annual return | 65.47% | 56.73%+8.7pp | 418.34%-352.9pp | 31.24%+34.2pp |
| Employer contribution / active EE | $4,287 | $4,063+5.5% | $4,933-13.1% | $2,726+57.3% |
| Participant deferral / active EE | $9,800 | $7,990+22.7% | $8,070+21.4% | $4,647+110.9% |
| Admin fee / account holder | $17 | $337-95.1% | $12,998-99.9% | $430-96.1% |