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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $69,458 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $35,275 |
MARION & BLACK, LLC3 years Filed as: MARION & BLACK Service code 10 · EIN 14-1853408 | Accounting | $18,720 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,206 | $51,288+11.5% | $81,983-30.2% | $73,409-22.1% |
| Participation rate | 90.2% | 64.0%+26.2pp | 69.2%+21.0pp | 72.2%+18.0pp |
| Annual return | 11.07% | 29.48%-18.4pp | 41.31%-30.2pp | 59.29%-48.2pp |
| Employer contribution / active EE | $608 | $1,487-59.1% | $2,498-75.7% | $2,234-72.8% |
| Participant deferral / active EE | $2,708 | $2,715-0.3% | $3,722-27.2% | $3,805-28.8% |
| Admin fee / account holder | $217 | $125+73.2% | $5,664-96.2% | $158+37.5% |