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 |
|---|---|---|
NATIONWIDE2+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43125 | Loan Processing | $40,331 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 26 | Advisory (Participants) | $10,557 |
INTAC ACTUARIAL SERVICES2+ years Service code 14 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Plan Administrator | $3,563 |
UBS FINANCIAL SERVICES INC2+ years Filed as: USB FINANCIAL Service code 26 ED CASEY - TREASURY DEPT · WEEKHAWKEN, NJ 07087 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,194 | $57,976-46.2% | $62,995-50.5% | $62,292-49.9% |
| Participation rate | 61.7% | 75.9%-14.2pp | 74.8%-13.1pp | 69.5%-7.8pp |
| Annual return | 17.94% | 17.54%+0.4pp | 87.57%-69.6pp | 28.90%-11.0pp |
| Employer contribution / active EE | $770 | $2,415-68.1% | $2,759-72.1% | $2,042-62.3% |
| Participant deferral / active EE | $2,568 | $2,956-13.1% | $3,329-22.9% | $3,169-19.0% |
| Admin fee / account holder | $7 | $276-97.3% | $3,600-99.8% | $479-98.4% |