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 INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $118,862 |
LILLING & COMPANY LLP6+ years Service code 10 · EIN 13-3447681 | Accounting | $27,230 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$119,392 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,023 | $104,317-4.1% | $159,436-37.3% | $86,799+15.2% |
| Participation rate | 94.6% | 77.7%+16.9pp | 82.8%+11.8pp | 72.3%+22.4pp |
| Annual return | 14.17% | 26.32%-12.2pp | 263.57%-249.4pp | 97.91%-83.7pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $9,503 | $6,837+39.0% | $7,352+29.3% | $4,131+130.0% |
| Admin fee / account holder | $21 | $172-88.0% | $10,799-99.8% | $170-87.8% |