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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $120,703 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $39,788 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $13,507 |
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 | $29,355 | $76,774-61.8% | $112,228-73.8% | $77,904-62.3% |
| Participation rate | 96.3% | 80.2%+16.2pp | 75.1%+21.3pp | 73.7%+22.7pp |
| Annual return | -14.59% | -10.25%-4.3pp | 27.45%-42.0pp | 12.21%-26.8pp |
| Employer contribution / active EE | $1,428 | $3,977-64.1% | $3,635-60.7% | $2,848-49.9% |
| Participant deferral / active EE | $4,092 | $3,778+8.3% | $4,728-13.5% | $4,806-14.9% |
| Admin fee / account holder | $182 | $239-23.8% | $6,410-97.2% | $133+37.3% |