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 INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $83,797 |
LILLING & COMPANY LLP8+ years Service code 10 · EIN 13-3447681 | Accounting | $21,135 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$214,885 |
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 | $101,599 | $95,274+6.6% | $135,903-25.2% | $74,419+36.5% |
| Participation rate | 94.4% | 78.2%+16.2pp | 81.9%+12.5pp | 70.7%+23.7pp |
| Annual return | 23.27% | 32.77%-9.5pp | 68.23%-45.0pp | 34.38%-11.1pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $11,258 | $7,782+44.7% | $7,758+45.1% | $4,528+148.6% |
| Admin fee / account holder | -$75 | $266-128.3% | $10,762-100.7% | $348-121.7% |