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 INC10+ years Service code 16 · EIN 13-2638166 | Consulting | $34,034 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,239 |
DAVIE KAPLAN10+ years Filed as: DAVIE KAPLAN, CPA, P.C. Service code 10 · EIN 16-1182991 | Accounting | $12,250 |
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 | $73,760 | $88,890-17.0% | $102,423-28.0% | $77,643-5.0% |
| Participation rate | 86.8% | 80.9%+5.9pp | 76.5%+10.3pp | 70.6%+16.2pp |
| Annual return | 13.92% | 24.98%-11.1pp | 29.32%-15.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,290 | $2,698-52.2% | $3,023-57.3% | $2,726-52.7% |
| Participant deferral / active EE | $6,186 | $5,145+20.2% | $5,053+22.4% | $4,647+33.1% |
| Admin fee / account holder | $104 | $235-55.8% | $9,451-98.9% | $430-75.8% |