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 |
|---|---|---|
Filed as: UNITED PLANNERS FNCL SVCS OF AMERIC Service code 15 · EIN 86-0588303 | Recordkeeping | $32,842 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,428 |
ADP BROKER-DEALER4 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 | $39,282 | $80,724-51.3% | $103,333-62.0% | $74,495-47.3% |
| Participation rate | 98.1% | 65.7%+32.4pp | 74.5%+23.6pp | 67.2%+30.9pp |
| Annual return | 13.94% | 27.56%-13.6pp | 24.88%-10.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,825 | $3,157-42.2% | $3,868-52.8% | $2,623-30.4% |
| Participant deferral / active EE | $5,232 | $3,860+35.5% | $5,057+3.5% | $4,346+20.4% |
| Admin fee / account holder | $205 | $2,368-91.4% | $8,355-97.6% | $1,942-89.5% |