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 | $16,217 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,373 |
Employer 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 | $43,667 | $46,553-6.2% | $64,056-31.8% | $75,163-41.9% |
| Participation rate | 84.5% | 65.9%+18.6pp | 72.3%+12.2pp | 67.2%+17.3pp |
| Annual return | 14.35% | 26.03%-11.7pp | 33.69%-19.3pp | 160.62%-146.3pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,172 | $2,837-23.4% | $3,880-44.0% | $4,125-47.3% |
| Admin fee / account holder | $205 | $2,952-93.1% | $3,068-93.3% | $5,651-96.4% |