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 | $48,092 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,776 |
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 | $35,983 | $61,272-41.3% | $149,673-76.0% | $71,457-49.6% |
| Participation rate | 82.1% | 62.5%+19.6pp | 78.8%+3.3pp | 67.9%+14.2pp |
| Annual return | 13.70% | 35.85%-22.2pp | 134.42%-120.7pp | 28.85%-15.2pp |
| Employer contribution / active EE | $528 | $2,378-77.8% | $4,818-89.0% | $2,588-79.6% |
| Participant deferral / active EE | $2,939 | $2,917+0.8% | $5,680-48.3% | $4,289-31.5% |
| Admin fee / account holder | $218 | $1,261-82.7% | $13,210-98.4% | $1,587-86.3% |