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 INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $103,107 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $42,395 |
EISNERAMPER LLP7 years Filed as: HOLTHOUSE CARLIN & VAN TRIGHT, LLP Service code 10 · EIN 95-4345526 | Accounting | $12,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,789 | $106,028+9.2% | $146,958-21.2% | $77,643+49.1% |
| Participation rate | 81.3% | 78.4%+3.0pp | 82.2%-0.8pp | 70.6%+10.8pp |
| Annual return | 18.00% | 56.73%-38.7pp | 418.34%-400.3pp | 31.24%-13.2pp |
| Employer contribution / active EE | $5,031 | $4,063+23.8% | $4,933+2.0% | $2,726+84.6% |
| Participant deferral / active EE | $10,546 | $7,990+32.0% | $8,070+30.7% | $4,647+126.9% |
| Admin fee / account holder | $249 | $337-26.3% | $12,998-98.1% | $430-42.2% |