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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $575 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 600 W BROADWAY SUITE 2800 · SAN DIEGO, CA 92101 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,000 | $63,924+47.1% | $108,579-13.4% | $55,167+70.4% |
| Participation rate | 67.5% | 74.3%-6.8pp | 79.6%-12.0pp | 69.0%-1.4pp |
| Annual return | 5.36% | 15.31%-9.9pp | -51.70%+57.1pp | 169.23%-163.9pp |
| Employer contribution / active EE | $2,390 | $1,879+27.2% | $3,758-36.4% | $1,963+21.8% |
| Participant deferral / active EE | $4,079 | $3,067+33.0% | $4,311-5.4% | $3,054+33.6% |
| Admin fee / account holder | $5 | $618-99.2% | $7,645-99.9% | $504-99.0% |