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 |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,694 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS Service code 49 5200 N. PALM AVE STE. 101 · FRESNO, CA 93704 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,360 | $35,485-14.4% | $74,550-59.3% | $55,725-45.5% |
| Participation rate | 51.1% | 62.5%-11.5pp | 69.1%-18.1pp | 70.9%-19.8pp |
| Annual return | -7.75% | 0.72%-8.5pp | 32.53%-40.3pp | 244.93%-252.7pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,454 | $2,181+58.4% | $3,108+11.1% | $3,356+2.9% |
| Admin fee / account holder | $13 | $114-88.3% | $5,060-99.7% | $115-88.4% |