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. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,000 |
DAVIE KAPLAN5+ years Filed as: DAVIE KAPLAN, CPA, P.C. Service code 10 · EIN 16-1182991 | Accounting | $22,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $10,917 |
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 | $103,973 | $69,159+50.3% | $125,175-16.9% | $67,579+53.9% |
| Participation rate | 86.8% | 78.2%+8.6pp | 79.8%+7.0pp | 71.3%+15.5pp |
| Annual return | 19.23% | 27.12%-7.9pp | 43.79%-24.6pp | 378.56%-359.3pp |
| Employer contribution / active EE | $1,464 | $2,023-27.6% | $3,865-62.1% | $2,148-31.8% |
| Participant deferral / active EE | $4,335 | $3,700+17.2% | $4,937-12.2% | $3,539+22.5% |
| Admin fee / account holder | $182 | $142+28.1% | $9,702-98.1% | $142+27.7% |