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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,107 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $47,091 |
ADP BROKER-DEALER6 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 | $32,530 | $53,165-38.8% | $86,188-62.3% | $74,419-56.3% |
| Participation rate | 94.1% | 64.9%+29.2pp | 69.0%+25.1pp | 70.7%+23.4pp |
| Annual return | 15.88% | 22.64%-6.8pp | 1168.45%-1152.6pp | 34.38%-18.5pp |
| Employer contribution / active EE | $698 | $1,210-42.3% | $2,380-70.7% | $2,637-73.5% |
| Participant deferral / active EE | $4,471 | $3,234+38.2% | $3,985+12.2% | $4,528-1.3% |
| Admin fee / account holder | $141 | $551-74.4% | $6,852-97.9% | $348-59.3% |