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 60 · EIN 04-2647786 | Sub-TA Fees | $26,172 |
IRONSHORE FINANCIAL, LLC1 year Service code 27 · EIN 82-5023101 | Advisory (Plan) | $17,500 |
Service code 16 · EIN 31-1299207 | Consulting | $2,350 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $571 |
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 | $46,586 | $89,652-48.0% | $141,162-67.0% | $65,185-28.5% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.5%+14.3pp | 70.2%+26.6pp |
| Annual return | 27.94% | 32.79%-4.9pp | 71.39%-43.5pp | 29.38%-1.4pp |
| Employer contribution / active EE | $2,970 | $3,065-3.1% | $4,735-37.3% | $2,177+36.4% |
| Participant deferral / active EE | $5,870 | $5,691+3.1% | $6,709-12.5% | $3,514+67.1% |
| Admin fee / account holder | $161 | $569-71.7% | $10,261-98.4% | $847-81.0% |