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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,000 |
DAVIE KAPLAN6+ years Filed as: DAVIE KAPLAN, CPA, P.C. Service code 10 · EIN 16-1182991 | Accounting | $13,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $11,077 |
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 | $90,132 | $78,419+14.9% | $133,956-32.7% | $73,409+22.8% |
| Participation rate | 88.3% | 78.6%+9.7pp | 79.8%+8.4pp | 72.2%+16.1pp |
| Annual return | 19.55% | 33.35%-13.8pp | 45.09%-25.5pp | 59.29%-39.7pp |
| Employer contribution / active EE | $1,441 | $2,044-29.5% | $3,919-63.2% | $2,234-35.5% |
| Participant deferral / active EE | $4,098 | $3,925+4.4% | $5,048-18.8% | $3,805+7.7% |
| Admin fee / account holder | $117 | $161-27.4% | $8,927-98.7% | $158-25.8% |