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 INC9+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $23,938 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $675 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,882 | $49,922+94.1% | $80,569+20.2% | $75,163+28.9% |
| Participation rate | 94.7% | 55.3%+39.4pp | 67.0%+27.7pp | 67.2%+27.5pp |
| Annual return | 17.05% | 34.69%-17.6pp | 935.43%-918.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,906 | $1,698+130.0% | $2,723+43.4% | $2,670+46.3% |
| Participant deferral / active EE | $7,806 | $2,990+161.0% | $4,447+75.5% | $4,125+89.2% |
| Admin fee / account holder | $205 | $3,577-94.3% | $5,377-96.2% | $5,651-96.4% |