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 INC10+ years Service code 27 · EIN 13-2624428 | Advisory (Plan) | $44,111 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,230 | $61,058-53.8% | $71,209-60.4% | $85,563-67.0% |
| Participation rate | 49.6% | 58.6%-8.9pp | 73.8%-24.1pp | 66.0%-16.3pp |
| Annual return | 16.67% | 100.41%-83.7pp | 282.51%-265.8pp | 31.51%-14.8pp |
| Employer contribution / active EE | $1,116 | $2,199-49.2% | $2,721-59.0% | $2,654-57.9% |
| Participant deferral / active EE | $993 | $3,173-68.7% | $4,175-76.2% | $4,375-77.3% |
| Admin fee / account holder | $81 | $855-90.5% | $5,349-98.5% | $834-90.3% |