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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP6 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 22-2000222 | Accounting | $70,980 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 | Other Fees | $28,520 |
Service code 49 · EIN 22-2755716 | Other Services | $6,928 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 27 · EIN 71-0294708 | Advisory (Plan) | $3,628 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638165 | Advisory (Plan) | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,686 | $53,345-51.8% | $121,098-78.8% | $74,419-65.5% |
| Participation rate | 33.3% | 60.0%-26.7pp | 69.5%-36.2pp | 70.7%-37.4pp |
| Annual return | 16.16% | 35.15%-19.0pp | 985.75%-969.6pp | 34.38%-18.2pp |
| Employer contribution / active EE | $938 | $1,898-50.6% | $4,164-77.5% | $2,637-64.4% |
| Participant deferral / active EE | $593 | $3,221-81.6% | $4,080-85.5% | $4,528-86.9% |
| Admin fee / account holder | $119 | $382-68.8% | $5,644-97.9% | $348-65.7% |