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 | $51,990 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,968 |
Annual investment return 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 | $39,059 | $55,415-29.5% | $155,509-74.9% | $74,495-47.6% |
| Participation rate | 71.7% | 61.9%+9.8pp | 78.2%-6.5pp | 67.2%+4.5pp |
| Annual return | 10.65% | 268.50%-257.8pp | 64.67%-54.0pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $557 | $2,267-75.4% | $4,672-88.1% | $2,623-78.8% |
| Participant deferral / active EE | $3,122 | $2,836+10.1% | $5,626-44.5% | $4,346-28.2% |
| Admin fee / account holder | $244 | $1,738-86.0% | $15,912-98.5% | $1,942-87.4% |