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: UNITED PLANNERS FNCL SVCS OF AMERIC Service code 15 · EIN 86-0588303 | Recordkeeping | $19,929 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,809 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,523 | $64,119-61.8% | $112,228-78.1% | $66,914-63.4% |
| Participation rate | 95.0% | 68.5%+26.5pp | 75.1%+19.9pp | 69.8%+25.2pp |
| Annual return | -17.12% | -13.81%-3.3pp | 27.45%-44.6pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,883 | $3,005-37.4% | $3,635-48.2% | $2,544-26.0% |
| Participant deferral / active EE | $4,904 | $3,693+32.8% | $4,728+3.7% | $4,237+15.8% |
| Admin fee / account holder | $134 | $625-78.6% | $6,410-97.9% | $593-77.5% |