See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,000 |
UBS FINANCIAL SERVICES INC1+ years Service code 61 · EIN 13-2638166 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,073 | $22,714+45.6% | $59,496-44.4% | $55,191-40.1% |
| Participation rate | 20.0% | 37.5%-17.5pp | 54.6%-34.6pp | 69.2%-49.2pp |
| Annual return | -1.67% | -44.01%+42.3pp | 182.05%-183.7pp | 10.78%-12.4pp |
| Employer contribution / active EE | $116 | $418-72.3% | $1,153-90.0% | $1,899-93.9% |
| Participant deferral / active EE | $992 | $843+17.6% | $1,829-45.8% | $3,046-67.4% |
| Admin fee / account holder | $23 | $83-72.1% | $2,232-99.0% | $91-74.4% |