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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $24,681 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,949 |
ADP BROKER-DEALER3 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 | $86,167 | $66,124+30.3% | $90,404-4.7% | $73,488+17.3% |
| Participation rate | 98.0% | 69.7%+28.3pp | 72.7%+25.3pp | 70.7%+27.3pp |
| Annual return | 15.48% | 17.65%-2.2pp | 1293.02%-1277.5pp | 28.51%-13.0pp |
| Employer contribution / active EE | $2,738 | $2,346+16.7% | $3,262-16.0% | $2,270+20.6% |
| Participant deferral / active EE | $6,535 | $3,039+115.0% | $3,963+64.9% | $3,740+74.7% |
| Admin fee / account holder | $289 | $396-27.0% | $5,611-94.8% | $513-43.7% |