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 10 · EIN 84-1242777 | Accounting | $36,850 |
UBS FINANCIAL SERVICES INC2+ years Service code 55 · EIN 13-2638166 | Other Commissions | $14,827 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,463 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,562 | $37,044-66.1% | $71,796-82.5% | $57,658-78.2% |
| Participation rate | 70.5% | 61.1%+9.3pp | 69.1%+1.3pp | 70.2%+0.2pp |
| Annual return | 8.14% | 12.64%-4.5pp | 78.04%-69.9pp | 5.13%+3.0pp |
| Employer contribution / active EE | $159 | $720-77.9% | $1,924-91.7% | $1,974-91.9% |
| Participant deferral / active EE | $2,259 | $1,974+14.4% | $2,794-19.2% | $3,061-26.2% |
| Admin fee / account holder | $79 | $101-21.5% | $4,815-98.4% | $95-16.2% |