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: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $44,312 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,892 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $68,265 | $51,620+32.2% | $90,281-24.4% | $65,185+4.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 25.94% | 24.94%+1.0pp | 78.10%-52.2pp | 29.38%-3.4pp |
| Employer contribution / active EE | $2,594 | $2,235+16.1% | $2,854-9.1% | $2,177+19.2% |
| Participant deferral / active EE | $6,162 | $2,871+114.7% | $3,885+58.6% | $3,514+75.4% |
| Admin fee / account holder | $246 | $384-36.0% | $5,351-95.4% | $847-71.0% |