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 INC10+ years Service code 55 · EIN 13-2638166 | Other Commissions | $60,025 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,004 | $59,417+118.8% | $93,606+38.9% | $74,495+74.5% |
| Participation rate | 67.9% | 59.7%+8.2pp | 68.7%-0.8pp | 67.2%+0.7pp |
| Annual return | 12.90% | 81.83%-68.9pp | 133.20%-120.3pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $380 | $1,264-69.9% | $2,420-84.3% | $2,623-85.5% |
| Participant deferral / active EE | $6,003 | $3,050+96.8% | $4,411+36.1% | $4,346+38.1% |
| Admin fee / account holder | $13 | $3,021-99.6% | $8,285-99.8% | $1,942-99.3% |