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 | $145,263 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $61,391 |
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 | $88,488 | $106,028-16.5% | $146,958-39.8% | $77,643+14.0% |
| Participation rate | 80.0% | 78.4%+1.7pp | 82.2%-2.1pp | 70.6%+9.5pp |
| Annual return | 16.24% | 56.73%-40.5pp | 418.34%-402.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,475 | $4,063-39.1% | $4,933-49.8% | $2,726-9.2% |
| Participant deferral / active EE | $8,481 | $7,990+6.1% | $8,070+5.1% | $4,647+82.5% |
| Admin fee / account holder | $214 | $337-36.7% | $12,998-98.4% | $430-50.4% |