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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,455 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,877 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,251 | $52,953+10.0% | $172,739-66.3% | $65,185-10.6% |
| Participation rate | 33.5% | 66.2%-32.7pp | 82.6%-49.2pp | 70.2%-36.7pp |
| Annual return | 19.62% | 30.12%-10.5pp | 802.84%-783.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $260 | $2,190-88.1% | $5,143-95.0% | $2,177-88.1% |
| Participant deferral / active EE | $1,938 | $2,471-21.6% | $5,198-62.7% | $3,514-44.9% |
| Admin fee / account holder | $395 | $472-16.3% | $13,954-97.2% | $847-53.4% |