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 | $21,753 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $15,961 |
ADP BROKER-DEALER3 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 | $37,359 | $72,607-48.5% | $90,749-58.8% | $66,914-44.2% |
| Participation rate | 97.1% | 73.7%+23.4pp | 75.7%+21.4pp | 69.8%+27.3pp |
| Annual return | -7.10% | -12.28%+5.2pp | -12.16%+5.1pp | 1.58%-8.7pp |
| Employer contribution / active EE | $1,462 | $2,369-38.3% | $2,921-49.9% | $2,544-42.5% |
| Participant deferral / active EE | $4,463 | $3,977+12.2% | $4,564-2.2% | $4,237+5.3% |
| Admin fee / account holder | $250 | $707-64.7% | $8,445-97.0% | $593-57.9% |