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 INC2 years Service code 15 C/O DCA YY 7123400174 · NASHVILLE, TN 37238 | Recordkeeping | $11,714 |
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,744 |
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,746 | $78,422-36.6% | $95,952-48.2% | $79,858-37.7% |
| Participation rate | 88.9% | 73.5%+15.4pp | 77.1%+11.8pp | 69.6%+19.3pp |
| Annual return | 14.43% | 19.37%-4.9pp | 91.61%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,004 | $1,945-48.4% | $2,541-60.5% | $2,471-59.3% |
| Participant deferral / active EE | $3,673 | $3,440+6.8% | $4,167-11.9% | $3,740-1.8% |
| Admin fee / account holder | $193 | $5,622-96.6% | $6,795-97.2% | $5,306-96.4% |