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 Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $52,715 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $51,697 |
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 | $44,794 | $69,305-35.4% | $82,313-45.6% | $69,631-35.7% |
| Participation rate | 79.8% | 80.3%-0.4pp | 76.9%+2.9pp | 70.7%+9.2pp |
| Annual return | 19.65% | 21.47%-1.8pp | 25.88%-6.2pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $955 | $1,887-49.4% | $2,428-60.7% | $2,032-53.0% |
| Participant deferral / active EE | $2,606 | $3,568-27.0% | $3,706-29.7% | $3,224-19.2% |
| Admin fee / account holder | $145 | $97+49.2% | $5,608-97.4% | $110+31.3% |