Filed November 9, 2021
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,786 |
UBS FINANCIAL SERVICES INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,850 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,950 | $185,342-54.2% | $111,297-23.7% | $86,799-2.1% |
| Participation rate | 95.7% | 81.0%+14.7pp | 77.3%+18.4pp | 72.3%+23.4pp |
| Annual return | 18.44% | 500.80%-482.4pp | 54.65%-36.2pp | 97.91%-79.5pp |
| Employer contribution / active EE | $2,323 | $2,246+3.4% | $2,731-14.9% | $2,405-3.4% |
| Participant deferral / active EE | $5,804 | $4,458+30.2% | $4,487+29.4% | $4,131+40.5% |
| Admin fee / account holder | $267 | $255+4.4% | $7,964-96.7% | $170+57.2% |