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 52 · EIN 04-1590850 | Indirect Investment Fees | $31,108 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $19,558 |
SHEEHAN & COMPANY2+ years Service code 10 · EIN 13-2709344 | Accounting | $12,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,014 | $63,924-15.5% | $108,579-50.3% | $55,167-2.1% |
| Participation rate | 96.3% | 74.3%+22.0pp | 79.6%+16.7pp | 69.0%+27.3pp |
| Annual return | 5.18% | 15.31%-10.1pp | -51.70%+56.9pp | 169.23%-164.0pp |
| Employer contribution / active EE | $473 | $1,879-74.8% | $3,758-87.4% | $1,963-75.9% |
| Participant deferral / active EE | $2,272 | $3,067-25.9% | $4,311-47.3% | $3,054-25.6% |
| Admin fee / account holder | $216 | $618-65.0% | $7,645-97.2% | $504-57.2% |