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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $32,731 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,804 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,316 | $44,473-52.1% | $76,523-72.1% | $55,725-61.7% |
| Participation rate | 93.7% | 51.0%+42.7pp | 68.0%+25.7pp | 70.9%+22.8pp |
| Annual return | -1.09% | -2.01%+0.9pp | -0.27%-0.8pp | 244.93%-246.0pp |
| Employer contribution / active EE | $281 | $1,101-74.5% | $2,647-89.4% | $2,078-86.5% |
| Participant deferral / active EE | $2,240 | $1,988+12.7% | $3,835-41.6% | $3,356-33.3% |
| Admin fee / account holder | $192 | $134+43.0% | $4,848-96.0% | $115+66.5% |