See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,110 |
UBS FINANCIAL SERVICES INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
GETTRY MARCUS CPA, P.C.2 years Service code 10 · EIN 13-3418879 | Accounting | $22,725 |
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 | $48,255 | $45,000+7.2% | $143,757-66.4% | $77,904-38.1% |
| Participation rate | 87.5% | 66.8%+20.7pp | 80.3%+7.2pp | 73.7%+13.8pp |
| Annual return | -16.95% | 29.03%-46.0pp | -0.04%-16.9pp | 12.21%-29.2pp |
| Employer contribution / active EE | $3,231 | $1,870+72.8% | $4,951-34.7% | $2,848+13.5% |
| Participant deferral / active EE | $4,207 | $3,157+33.3% | $5,637-25.4% | $4,806-12.5% |
| Admin fee / account holder | $127 | $98+28.6% | $14,673-99.1% | $133-4.5% |