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 | $29,890 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,591 |
SOBEL AND CO LLC CPA6 years Filed as: SOBEL & CO, LLC Service code 16 · EIN 22-1430039 | Consulting | $19,500 |
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 | $62,644 | $50,199+24.8% | $70,092-10.6% | $66,914-6.4% |
| Participation rate | 76.2% | 66.3%+9.9pp | 70.5%+5.8pp | 69.8%+6.4pp |
| Annual return | -14.47% | -13.85%-0.6pp | 190.73%-205.2pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,046 | $1,864-43.9% | $2,559-59.1% | $2,544-58.9% |
| Participant deferral / active EE | $4,780 | $3,112+53.6% | $3,849+24.2% | $4,237+12.8% |
| Admin fee / account holder | $453 | $600-24.5% | $6,267-92.8% | $593-23.7% |