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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,902 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,240 |
Filed as: VENTURE VISIONARY PARTNERS Service code 27 · EIN 83-4717882 | Advisory (Plan) | $8,163 |
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 | $25,603 | $40,522-36.8% | $84,611-69.7% | $67,579-62.1% |
| Participation rate | 91.1% | 51.1%+40.0pp | 68.2%+22.9pp | 71.3%+19.8pp |
| Annual return | 22.71% | 32.72%-10.0pp | 258.74%-236.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $225 | $1,146-80.3% | $2,652-91.5% | $2,148-89.5% |
| Participant deferral / active EE | $2,353 | $2,132+10.4% | $3,899-39.6% | $3,539-33.5% |
| Admin fee / account holder | $180 | $145+23.9% | $4,912-96.3% | $142+26.5% |