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 INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $13,217 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $700 |
ADP BROKER-DEALER1+ 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 | $41,377 | $39,798+4.0% | $67,711-38.9% | $59,632-30.6% |
| Participation rate | 92.5% | 57.4%+35.1pp | 67.5%+25.0pp | 68.7%+23.8pp |
| Annual return | 1.76% | 89.94%-88.2pp | 25.41%-23.7pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $2,368 | $1,393+70.0% | $2,559-7.5% | $2,203+7.5% |
| Participant deferral / active EE | $5,982 | $2,335+156.2% | $3,585+66.9% | $3,192+87.4% |
| Admin fee / account holder | $107 | $3,212-96.7% | $4,255-97.5% | $4,297-97.5% |