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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,150 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 17 · EIN 33-0785439 | Pension Consulting | $10,822 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $104,454 | $99,957+4.5% | $149,696-30.2% | $73,488+42.1% |
| Participation rate | 63.5% | 75.7%-12.2pp | 82.5%-19.0pp | 70.7%-7.2pp |
| Annual return | 14.79% | 53.87%-39.1pp | 276.60%-261.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $5,399 | $3,191+69.2% | $4,644+16.2% | $2,270+137.8% |
| Participant deferral / active EE | $3,954 | $6,073-34.9% | $6,842-42.2% | $3,740+5.7% |
| Admin fee / account holder | $177 | $551-67.9% | $9,309-98.1% | $513-65.5% |