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 INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $28,657 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,725 |
ADP BROKER-DEALER10+ 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 | $109,908 | $57,016+92.8% | $84,966+29.4% | $80,856+35.9% |
| Participation rate | 95.8% | 56.3%+39.5pp | 67.5%+28.3pp | 67.6%+28.2pp |
| Annual return | 13.01% | 21.66%-8.7pp | 66.38%-53.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $4,551 | $1,798+153.1% | $2,727+66.9% | $2,755+65.2% |
| Participant deferral / active EE | $8,652 | $3,110+178.2% | $4,519+91.4% | $4,296+101.4% |
| Admin fee / account holder | $249 | $4,980-95.0% | $6,149-95.9% | $6,918-96.4% |