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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,151 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $10,303 |
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 | $45,695 | $79,428-42.5% | $106,548-57.1% | $79,386-42.4% |
| Participation rate | 96.3% | 74.1%+22.2pp | 76.1%+20.2pp | 70.7%+25.6pp |
| Annual return | 22.90% | 18.27%+4.6pp | 26.80%-3.9pp | 116.85%-93.9pp |
| Employer contribution / active EE | $1,375 | $2,234-38.5% | $2,819-51.2% | $2,427-43.4% |
| Participant deferral / active EE | $3,840 | $3,823+0.4% | $4,398-12.7% | $4,046-5.1% |
| Admin fee / account holder | $239 | $523-54.4% | $7,407-96.8% | $626-61.9% |