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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $71,395 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $23,823 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $6,924 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,172 | $88,982-56.0% | $102,438-61.8% | $77,671-49.6% |
| Participation rate | 95.5% | 80.9%+14.6pp | 76.5%+19.0pp | 70.6%+25.0pp |
| Annual return | 8.16% | 25.01%-16.9pp | 29.37%-21.2pp | 31.21%-23.0pp |
| Employer contribution / active EE | $472 | $2,698-82.5% | $3,024-84.4% | $2,726-82.7% |
| Participant deferral / active EE | $3,189 | $5,144-38.0% | $5,054-36.9% | $4,648-31.4% |
| Admin fee / account holder | $220 | $236-6.7% | $9,448-97.7% | $430-49.0% |