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 37 · EIN 04-2647786 | Loan Processing | $4,750 |
UBS FINANCIAL SERVICES INC2+ 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 | $36,101 | $23,385+54.4% | $69,182-47.8% | $57,658-37.4% |
| Participation rate | 20.2% | 37.9%-17.7pp | 55.1%-34.9pp | 70.2%-50.0pp |
| Annual return | 7.53% | -659.34%+666.9pp | -21.93%+29.5pp | 5.13%+2.4pp |
| Employer contribution / active EE | $125 | $422-70.4% | $1,206-89.6% | $1,974-93.7% |
| Participant deferral / active EE | $1,103 | $843+30.8% | $1,897-41.9% | $3,061-64.0% |
| Admin fee / account holder | $20 | $82-75.1% | $2,697-99.2% | $95-78.3% |