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: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $88,875 |
ATR, INC.2+ years Service code 15 · EIN 23-2624667 | Recordkeeping | $46,060 |
Filed as: UBS FINANCIAL SERVICES-RPCS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $35,819 |
Filed as: SAGEVIEW ADVISORY GRP INC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $15,832 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 22 | Insurance Broker | $13,894 |
Service code 22 · EIN 51-0120742 | Insurance Broker | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,989 | $80,354-72.6% | $133,980-83.6% | $63,975-65.6% |
| Participation rate | 43.6% | 87.5%-43.9pp | 87.1%-43.5pp | 71.1%-27.5pp |
| Annual return | 19.01% | 13.11%+5.9pp | 29.30%-10.3pp | 48.65%-29.6pp |
| Employer contribution / active EE | $448 | $3,503-87.2% | $5,211-91.4% | $2,182-79.5% |
| Participant deferral / active EE | $2,553 | $5,239-51.3% | $6,282-59.4% | $3,356-23.9% |
| Admin fee / account holder | $84 | $69+21.5% | $9,324-99.1% | $70+19.6% |