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 |
|---|---|---|
UBS FINANCIAL SERVICES INC11+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $44,954 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $44,348 |
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 | $97,102 | $98,727-1.6% | $113,168-14.2% | $85,563+13.5% |
| Participation rate | 99.4% | 80.8%+18.6pp | 76.6%+22.8pp | 66.0%+33.4pp |
| Annual return | 17.98% | 17.43%+0.6pp | 24.27%-6.3pp | 31.51%-13.5pp |
| Employer contribution / active EE | $2,932 | $2,907+0.9% | $2,975-1.5% | $2,654+10.5% |
| Participant deferral / active EE | $7,491 | $5,424+38.1% | $5,107+46.7% | $4,375+71.2% |
| Admin fee / account holder | $225 | $357-36.9% | $12,068-98.1% | $834-73.0% |