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 INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $98,588 |
LILLING & COMPANY LLP3 years Filed as: LILLING Service code 10 · EIN 13-3447681 | Accounting | $6,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,023 |
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 | $118,477 | $106,028+11.7% | $146,958-19.4% | $77,643+52.6% |
| Participation rate | 93.5% | 78.4%+15.2pp | 82.2%+11.4pp | 70.6%+23.0pp |
| Annual return | 14.64% | 56.73%-42.1pp | 418.34%-403.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $300 | $4,063-92.6% | $4,933-93.9% | $2,726-89.0% |
| Participant deferral / active EE | $11,095 | $7,990+38.9% | $8,070+37.5% | $4,647+138.7% |
| Admin fee / account holder | $73 | $337-78.3% | $12,998-99.4% | $430-83.0% |