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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $66,753 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,422 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,563 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,553 | $71,142+151.0% | $119,609+49.3% | $64,808+175.5% |
| Participation rate | 79.2% | 78.6%+0.5pp | 79.3%-0.1pp | 71.5%+7.7pp |
| Annual return | 53.13% | -10.01%+63.1pp | -14.97%+68.1pp | 32.82%+20.3pp |
| Employer contribution / active EE | $1,596 | $2,497-36.1% | $4,232-62.3% | $2,506-36.3% |
| Participant deferral / active EE | $6,598 | $4,490+47.0% | $5,602+17.8% | $4,310+53.1% |
| Admin fee / account holder | $247 | $162+52.4% | $10,323-97.6% | $188+31.5% |