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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $88,917 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,437 |
WILLIAM VAUGHAN COMPANY5 years Service code 10 · EIN 34-1145015 | Accounting | $26,588 |
APPLE GROWTH PARTNERS9+ years Service code 27 · EIN 34-1082617 | Advisory (Plan) | $23,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,721 | $88,890-26.1% | $102,423-35.8% | $77,643-15.4% |
| Participation rate | 89.9% | 80.9%+9.0pp | 76.5%+13.4pp | 70.6%+19.4pp |
| Annual return | 10.17% | 24.98%-14.8pp | 29.32%-19.2pp | 31.24%-21.1pp |
| Employer contribution / active EE | $2,477 | $2,698-8.2% | $3,023-18.1% | $2,726-9.1% |
| Participant deferral / active EE | $4,383 | $5,145-14.8% | $5,053-13.3% | $4,647-5.7% |
| Admin fee / account holder | $197 | $235-16.3% | $9,451-97.9% | $430-54.2% |