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 4-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 37 · EIN 04-2647786 | Loan Processing | $120,441 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,580 | $50,127+58.8% | $149,673-46.8% | $80,160-0.7% |
| Participation rate | 92.9% | 64.3%+28.6pp | 78.8%+14.1pp | 72.9%+19.9pp |
| Annual return | 15.44% | 29.82%-14.4pp | 134.42%-119.0pp | 40.38%-24.9pp |
| Employer contribution / active EE | $1,849 | $1,865-0.8% | $4,818-61.6% | $2,978-37.9% |
| Participant deferral / active EE | $4,080 | $3,194+27.7% | $5,680-28.2% | $5,017-18.7% |
| Admin fee / account holder | $109 | $153-28.6% | $13,210-99.2% | $145-24.8% |