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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $27,595 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $844 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,242 | $55,415-22.0% | $155,509-72.2% | $74,495-42.0% |
| Participation rate | 95.2% | 61.9%+33.3pp | 78.2%+17.0pp | 67.2%+28.0pp |
| Annual return | 14.46% | 268.50%-254.0pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,628 | $2,267-28.2% | $4,672-65.2% | $2,623-37.9% |
| Participant deferral / active EE | $9,123 | $2,836+221.7% | $5,626+62.2% | $4,346+109.9% |
| Admin fee / account holder | $254 | $1,738-85.4% | $15,912-98.4% | $1,942-86.9% |