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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,551 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $20,004 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,006 | $81,357-60.7% | $75,972-57.9% | $199,593-84.0% |
| Participation rate | 34.8% | 69.9%-35.1pp | 69.1%-34.2pp | 72.0%-37.2pp |
| Annual return | 16.83% | 16.32%+0.5pp | 359.55%-342.7pp | 34.25%-17.4pp |
| Employer contribution / active EE | $321 | $3,341-90.4% | $2,685-88.0% | $3,034-89.4% |
| Participant deferral / active EE | $2,304 | $4,710-51.1% | $4,255-45.8% | $5,087-54.7% |
| Admin fee / account holder | $123 | $144-14.6% | $6,467-98.1% | $269-54.1% |