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 INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $19,419 |
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK CPA PC Service code 10 · EIN 45-4051133 | Accounting | $7,042 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $2,023 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,905 | $71,883-16.7% | $86,677-30.9% | $68,494-12.5% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -18.13% | 3.52%-21.7pp | 35.91%-54.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,347 | $2,173-38.0% | $2,836-52.5% | $2,596-48.1% |
| Participant deferral / active EE | $5,619 | $3,779+48.7% | $4,656+20.7% | $4,027+39.5% |
| Admin fee / account holder | $198 | $6,112-96.8% | $7,493-97.4% | $5,403-96.3% |