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 13 · EIN 42-0127290 | Contract Administrator | $92,134 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $51,836 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,146 | $104,317-24.1% | $159,436-50.4% | $86,799-8.8% |
| Participation rate | 61.6% | 77.7%-16.1pp | 82.8%-21.2pp | 72.3%-10.7pp |
| Annual return | 20.18% | 26.32%-6.1pp | 263.57%-243.4pp | 97.91%-77.7pp |
| Employer contribution / active EE | $1,525 | $3,451-55.8% | $4,829-68.4% | $2,405-36.6% |
| Participant deferral / active EE | $5,845 | $6,837-14.5% | $7,352-20.5% | $4,131+41.5% |
| Admin fee / account holder | $292 | $172+69.8% | $10,799-97.3% | $170+72.5% |