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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,845 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 49 1055 FRANKLIN AVE · GARDEN CITY, NY 11530 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,815 | $42,353-10.7% | $79,550-52.5% | $64,808-41.7% |
| Participation rate | 63.9% | 64.8%-0.9pp | 69.5%-5.6pp | 71.5%-7.6pp |
| Annual return | -14.47% | -12.24%-2.2pp | 0.16%-14.6pp | 32.82%-47.3pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,554 | $3,170+43.6% | $3,985+14.3% | $4,310+5.6% |
| Admin fee / account holder | $12 | $160-92.4% | $6,832-99.8% | $188-93.6% |