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 INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $18,484 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $58,427 | $42,383+37.9% | $76,523-23.6% | $64,186-9.0% |
| Participation rate | 98.8% | 58.1%+40.6pp | 68.0%+30.8pp | 69.6%+29.2pp |
| Annual return | -5.55% | -16.54%+11.0pp | -0.27%-5.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,983 | $1,563+90.8% | $2,647+12.7% | $2,381+25.3% |
| Participant deferral / active EE | $7,818 | $2,566+204.6% | $3,835+103.8% | $3,470+125.3% |
| Admin fee / account holder | $138 | $3,198-95.7% | $4,848-97.2% | $4,888-97.2% |