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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,925 |
UBS FINANCIAL SERVICES INC2+ years Service code 61 · EIN 13-2638166 | Finders' fees / placement fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,595 | $30,599+3.3% | $74,583-57.6% | $57,658-45.2% |
| Participation rate | 82.7% | 49.1%+33.6pp | 68.1%+14.6pp | 70.2%+12.5pp |
| Annual return | 8.12% | 14.24%-6.1pp | 20.47%-12.3pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,884 | $1,000+88.5% | $2,525-25.4% | $1,974-4.5% |
| Participant deferral / active EE | $3,121 | $1,805+72.9% | $3,458-9.8% | $3,061+2.0% |
| Admin fee / account holder | $13 | $98-86.9% | $4,138-99.7% | $95-86.4% |