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 Service code 27 · EIN 11-3104524 | Advisory (Plan) | $29,464 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,578 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,413 | $35,485-48.1% | $74,550-75.3% | $55,725-67.0% |
| Participation rate | 72.4% | 62.5%+9.9pp | 69.1%+3.3pp | 70.9%+1.6pp |
| Annual return | -7.25% | 0.72%-8.0pp | 32.53%-39.8pp | 244.93%-252.2pp |
| Employer contribution / active EE | $170 | $777-78.2% | $1,961-91.3% | $2,078-91.8% |
| Participant deferral / active EE | $1,414 | $2,181-35.2% | $3,108-54.5% | $3,356-57.9% |
| Admin fee / account holder | $112 | $114-1.7% | $5,060-97.8% | $115-2.4% |