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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,548 |
RETIREMENT SOLUTIONS SPECIALISTS3+ years Service code 37 · EIN 27-0293282 | Loan Processing | $6,516 |
ASSURANCE DIMENSIONS1 year Service code 10 · EIN 26-3429295 | Accounting | $3,000 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,948 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,007 | $155,795-89.1% | $136,294-87.5% | $69,631-75.6% |
| Participation rate | 69.2% | 75.2%-6.0pp | 81.9%-12.7pp | 70.7%-1.5pp |
| Annual return | 19.91% | 232464.33%-232444.4pp | 5155.94%-5136.0pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $404 | $2,991-86.5% | $4,695-91.4% | $2,032-80.1% |
| Participant deferral / active EE | $1,500 | $5,394-72.2% | $6,247-76.0% | $3,224-53.5% |
| Admin fee / account holder | $38 | $128-70.0% | $9,243-99.6% | $110-65.2% |