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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 315 DEADERICK ST, 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $25,736 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 6830 COMMERCE CT. DR. · BLACKLICK, OH 43004 | Contract Administrator | $7,814 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,618 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $66,812 | $201,594-66.9% | $101,248-34.0% | - |
| Participation rate | 96.0% | 64.6%+31.4pp | 75.8%+20.2pp | - |
| Annual return | 14.96% | 13.55%+1.4pp | 46.47%-31.5pp | - |
| Employer contribution / active EE | $950 | $2,288-58.5% | $3,660-74.0% | - |
| Participant deferral / active EE | $6,388 | $3,091+106.7% | $4,370+46.2% | - |
| Admin fee / account holder | $347 | $7,709-95.5% | $5,945-94.2% | - |