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 INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $20,413 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $580 |
ADP BROKER-DEALER5+ 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 | $75,501 | $48,046+57.1% | $84,611-10.8% | $72,985+3.4% |
| Participation rate | 96.5% | 57.6%+38.9pp | 68.2%+28.2pp | 69.5%+27.0pp |
| Annual return | 20.83% | 37.38%-16.6pp | 258.74%-237.9pp | 81.00%-60.2pp |
| Employer contribution / active EE | $3,595 | $1,602+124.5% | $2,652+35.6% | $2,440+47.4% |
| Participant deferral / active EE | $7,601 | $2,680+183.6% | $3,899+95.0% | $3,607+110.7% |
| Admin fee / account holder | $157 | $3,395-95.4% | $4,912-96.8% | $5,124-96.9% |