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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $60,643 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $16,496 |
EISNERAMPER LLP2 years Filed as: HOLTHOUSE CARLIN & VAN TRIGHT, LLP Service code 10 · EIN 95-4345526 | Accounting | $5,500 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,888 | $89,652+12.5% | $141,162-28.5% | $65,185+54.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 25.05% | 32.79%-7.7pp | 71.39%-46.3pp | 29.38%-4.3pp |
| Employer contribution / active EE | $6,513 | $3,065+112.5% | $4,735+37.6% | $2,177+199.2% |
| Participant deferral / active EE | $12,762 | $5,691+124.2% | $6,709+90.2% | $3,514+263.2% |
| Admin fee / account holder | $179 | $569-68.5% | $10,261-98.3% | $847-78.9% |