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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,027 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $43,628 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,070 | $42,353-40.8% | $79,550-68.5% | $64,808-61.3% |
| Participation rate | 90.4% | 64.8%+25.6pp | 69.5%+20.9pp | 71.5%+18.9pp |
| Annual return | -16.29% | -12.24%-4.1pp | 0.16%-16.5pp | 32.82%-49.1pp |
| Employer contribution / active EE | $630 | $1,181-46.7% | $2,413-73.9% | $2,506-74.9% |
| Participant deferral / active EE | $4,116 | $3,170+29.8% | $3,985+3.3% | $4,310-4.5% |
| Admin fee / account holder | $125 | $160-21.5% | $6,832-98.2% | $188-33.3% |