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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,491 |
WHITTLESEY PC2+ years Filed as: WHITTLESEY & HADLEY, P.C. Service code 50 · EIN 06-0903326 | Direct Payment | $17,890 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,712 |
CHARLES SCHWAB & CO., INC.1+ years Service code 62 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,367 | $39,859+3.8% | $78,689-47.4% | $57,658-28.3% |
| Participation rate | 49.4% | 66.1%-16.7pp | 73.6%-24.2pp | 70.2%-20.8pp |
| Annual return | 9.02% | 18.96%-9.9pp | 62.18%-53.2pp | 5.13%+3.9pp |
| Employer contribution / active EE | $275 | $1,786-84.6% | $2,851-90.4% | $1,974-86.1% |
| Participant deferral / active EE | $2,135 | $2,248-5.0% | $3,517-39.3% | $3,061-30.2% |
| Admin fee / account holder | $56 | $76-26.9% | $4,510-98.8% | $95-41.1% |