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 | $122,432 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $52,025 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,703 | $95,274-21.6% | $135,903-45.0% | $74,419+0.4% |
| Participation rate | 80.3% | 78.2%+2.1pp | 81.9%-1.6pp | 70.7%+9.6pp |
| Annual return | 36.07% | 32.77%+3.3pp | 68.23%-32.2pp | 34.38%+1.7pp |
| Employer contribution / active EE | $2,370 | $3,874-38.8% | $4,856-51.2% | $2,637-10.2% |
| Participant deferral / active EE | $7,983 | $7,782+2.6% | $7,758+2.9% | $4,528+76.3% |
| Admin fee / account holder | $180 | $266-32.5% | $10,762-98.3% | $348-48.4% |