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 37 · EIN 04-2647786 | Loan Processing | $819 |
UBS FINANCIAL SERVICES INC1+ years Service code 61 · EIN 13-2638166 | Finders' fees / placement fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,807 | $52,681-39.6% | $75,781-58.0% | $59,632-46.7% |
| Participation rate | 90.7% | 67.2%+23.5pp | 75.8%+14.9pp | 68.7%+22.1pp |
| Annual return | -0.67% | 2.95%-3.6pp | 9.68%-10.3pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $787 | $2,193-64.1% | $3,323-76.3% | $2,203-64.3% |
| Participant deferral / active EE | $2,695 | $2,591+4.0% | $3,651-26.2% | $3,192-15.6% |
| Admin fee / account holder | $8 | $3,610-99.8% | $5,299-99.8% | $4,297-99.8% |