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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $65,739 |
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $19,723 |
EISNERAMPER LLP3 years Filed as: HOLTHOUSE CARLIN & VAN TRIGHT, LLP Service code 10 · EIN 95-4345526 | Accounting | $7,363 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $111,006 | $99,957+11.1% | $149,696-25.8% | $73,488+51.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 13.62% | 53.87%-40.3pp | 276.60%-263.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $4,184 | $3,191+31.1% | $4,644-9.9% | $2,270+84.3% |
| Participant deferral / active EE | $12,253 | $6,073+101.8% | $6,842+79.1% | $3,740+227.7% |
| Admin fee / account holder | $195 | $551-64.7% | $9,309-97.9% | $513-62.1% |