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 INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,094 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,797 |
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 | $80,965 | $79,171+2.3% | $102,423-21.0% | $74,495+8.7% |
| Participation rate | 91.7% | 74.8%+16.9pp | 76.5%+15.2pp | 67.2%+24.5pp |
| Annual return | 35.01% | 54.93%-19.9pp | 29.32%+5.7pp | 1364.94%-1329.9pp |
| Employer contribution / active EE | $1,643 | $2,362-30.4% | $3,023-45.6% | $2,623-37.3% |
| Participant deferral / active EE | $4,152 | $4,415-6.0% | $5,053-17.8% | $4,346-4.4% |
| Admin fee / account holder | $284 | $2,001-85.8% | $9,451-97.0% | $1,942-85.4% |