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 37 · EIN 04-2647786 | Loan Processing | $30,936 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,752 |
SOBEL AND CO LLC CPA5 years Filed as: SOBEL & CO, LLC Service code 16 · EIN 22-1430039 | Consulting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,404 | $59,584+13.1% | $86,874-22.4% | $79,386-15.1% |
| Participation rate | 62.2% | 67.7%-5.4pp | 71.6%-9.4pp | 70.7%-8.5pp |
| Annual return | 13.11% | 23.15%-10.0pp | 63.52%-50.4pp | 116.85%-103.7pp |
| Employer contribution / active EE | $641 | $1,768-63.8% | $2,495-74.3% | $2,427-73.6% |
| Participant deferral / active EE | $2,636 | $3,036-13.2% | $3,699-28.7% | $4,046-34.9% |
| Admin fee / account holder | $359 | $604-40.5% | $5,828-93.8% | $626-42.6% |