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: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,313 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $8,979 |
LINCOLN NATIONAL CORPORATION7 years Service code 15 · EIN 35-1140070 | Recordkeeping | $5,733 |
PASI, LLC5 years Service code 15 · EIN 06-1484285 | Recordkeeping | $255 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,520 | $100,227-48.6% | $169,993-69.7% | $74,419-30.8% |
| Participation rate | 46.5% | 87.3%-40.8pp | 87.0%-40.5pp | 70.7%-24.2pp |
| Annual return | 20.28% | 66.08%-45.8pp | 53.37%-33.1pp | 34.38%-14.1pp |
| Employer contribution / active EE | $531 | $4,263-87.6% | $6,785-92.2% | $2,637-79.9% |
| Participant deferral / active EE | $3,569 | $7,143-50.0% | $10,408-65.7% | $4,528-21.2% |
| Admin fee / account holder | $125 | $234-46.7% | $12,815-99.0% | $348-64.1% |