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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $66,395 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,862 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,807 | $64,119+74.4% | $112,228-0.4% | $66,914+67.1% |
| Participation rate | 94.6% | 68.5%+26.2pp | 75.1%+19.6pp | 69.8%+24.8pp |
| Annual return | -17.32% | -13.81%-3.5pp | 27.45%-44.8pp | 1.58%-18.9pp |
| Employer contribution / active EE | $2,399 | $3,005-20.2% | $3,635-34.0% | $2,544-5.7% |
| Participant deferral / active EE | $8,582 | $3,693+132.4% | $4,728+81.5% | $4,237+102.5% |
| Admin fee / account holder | $464 | $625-25.8% | $6,410-92.8% | $593-21.8% |