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 INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,131 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,792 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,797 | $61,058-5.3% | $71,209-18.8% | $85,563-32.5% |
| Participation rate | 67.5% | 58.6%+8.9pp | 73.8%-6.3pp | 66.0%+1.5pp |
| Annual return | 16.15% | 100.41%-84.3pp | 282.51%-266.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $737 | $2,199-66.5% | $2,721-72.9% | $2,654-72.2% |
| Participant deferral / active EE | $5,433 | $3,173+71.3% | $4,175+30.1% | $4,375+24.2% |
| Admin fee / account holder | $233 | $855-72.8% | $5,349-95.7% | $834-72.1% |