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 | $1,369 |
UBS FINANCIAL SERVICES INC3+ years Service code 61 · EIN 13-2638166 | Finders' fees / placement fees | $0 |
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 | $36,138 | $58,726-38.5% | $92,233-60.8% | $62,292-42.0% |
| Participation rate | 94.9% | 68.3%+26.5pp | 76.5%+18.4pp | 69.5%+25.3pp |
| Annual return | 23.11% | 43.62%-20.5pp | 176.28%-153.2pp | 28.90%-5.8pp |
| Employer contribution / active EE | $889 | $2,392-62.8% | $3,679-75.8% | $2,042-56.4% |
| Participant deferral / active EE | $3,188 | $2,766+15.3% | $3,897-18.2% | $3,169+0.6% |
| Admin fee / account holder | $9 | $556-98.3% | $5,194-99.8% | $479-98.0% |