See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,796 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,988 | $241,101-69.3% | $103,333-28.4% | $199,593-62.9% |
| Participation rate | 32.8% | 78.3%-45.5pp | 74.5%-41.7pp | 72.0%-39.2pp |
| Annual return | 18.20% | 17.80%+0.4pp | 24.88%-6.7pp | 34.25%-16.1pp |
| Employer contribution / active EE | $629 | $4,244-85.2% | $3,868-83.7% | $3,034-79.3% |
| Participant deferral / active EE | $2,638 | $3,958-33.3% | $5,057-47.8% | $5,087-48.1% |
| Admin fee / account holder | $126 | $288-56.1% | $8,355-98.5% | $269-53.0% |