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 |
|---|---|---|
UNIVEST1 year Service code 28 · EIN 23-1886144 | Investment Management | $67,455 |
Service code 64 · EIN 23-1706388 | Recordkeeping Fees | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $397,663 | $52,953+651.0% | $172,739+130.2% | $65,185+510.1% |
| Participation rate | 82.8% | 66.2%+16.6pp | 82.6%+0.1pp | 70.2%+12.6pp |
| Annual return | 23.31% | 30.12%-6.8pp | 802.84%-779.5pp | 29.38%-6.1pp |
| Employer contribution / active EE | $31,840 | $2,190+1354.1% | $5,143+519.1% | $2,177+1362.8% |
| Participant deferral / active EE | $6,167 | $2,471+149.6% | $5,198+18.7% | $3,514+75.5% |
| Admin fee / account holder | $548 | $472+16.2% | $13,954-96.1% | $847-35.3% |