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 |
|---|---|---|
UNITED ASSET STRATEGIES INC2+ years Filed as: UNITED ASSET MANAGEMENT Service code 27 · EIN 11-3104524 | Advisory (Plan) | $23,263 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,238 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,949 | $42,546-46.1% | $71,796-68.0% | $55,167-58.4% |
| Participation rate | 95.6% | 59.1%+36.5pp | 69.1%+26.5pp | 69.0%+26.6pp |
| Annual return | 7.27% | 12.36%-5.1pp | 78.04%-70.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $287 | $803-64.3% | $1,924-85.1% | $1,963-85.4% |
| Participant deferral / active EE | $2,053 | $2,064-0.5% | $2,794-26.5% | $3,054-32.8% |
| Admin fee / account holder | $112 | $650-82.7% | $4,815-97.7% | $504-77.7% |