See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,639 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $8,584 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,665 | $102,553-56.4% | $151,611-70.5% | $66,914-33.3% |
| Participation rate | 74.6% | 85.5%-10.9pp | 87.5%-12.9pp | 69.8%+4.8pp |
| Annual return | -17.35% | -10.82%-6.5pp | 3.33%-20.7pp | 1.58%-18.9pp |
| Employer contribution / active EE | $3,264 | $4,180-21.9% | $6,166-47.1% | $2,544+28.3% |
| Participant deferral / active EE | $6,402 | $6,641-3.6% | $8,363-23.4% | $4,237+51.1% |
| Admin fee / account holder | $221 | $630-64.9% | $11,616-98.1% | $593-62.7% |