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 INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $118,024 |
LILLING & COMPANY LLP1 year Filed as: LILLING Service code 10 · EIN 13-3447681 | Accounting | $15,115 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$156,370 |
Employer contribution per participant 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 | $85,793 | $82,202+4.4% | $125,339-31.6% | $64,808+32.4% |
| Participation rate | 93.1% | 77.9%+15.2pp | 82.4%+10.7pp | 71.5%+21.6pp |
| Annual return | -7.25% | 3.48%-10.7pp | 572.05%-579.3pp | 32.82%-40.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $10,013 | $7,175+39.6% | $7,446+34.5% | $4,310+132.3% |
| Admin fee / account holder | -$16 | $163-110.0% | $10,010-100.2% | $188-108.7% |