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 INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $87,381 |
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $22,924 |
EISNERAMPER LLP6 years Filed as: HOLTHOUSE CARLIN & VAN TRIGHT, LLP Service code 10 · EIN 95-4345526 | Accounting | $11,000 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,766 | $95,274+7.9% | $135,903-24.4% | $74,419+38.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 18.83% | 32.77%-13.9pp | 68.23%-49.4pp | 34.38%-15.5pp |
| Employer contribution / active EE | $5,394 | $3,874+39.2% | $4,856+11.1% | $2,637+104.5% |
| Participant deferral / active EE | $12,902 | $7,782+65.8% | $7,758+66.3% | $4,528+184.9% |
| Admin fee / account holder | $195 | $266-26.6% | $10,762-98.2% | $348-43.8% |