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 INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $22,756 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,005 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,320 | $52,279+74.7% | $89,391+2.2% | $79,858+14.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 13.05% | 22.16%-9.1pp | 245.62%-232.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $4,179 | $1,572+165.9% | $2,586+61.6% | $2,471+69.2% |
| Participant deferral / active EE | $9,371 | $2,740+242.0% | $3,890+140.9% | $3,740+150.6% |
| Admin fee / account holder | $195 | $3,356-94.2% | $4,881-96.0% | $5,306-96.3% |