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 13 · EIN 42-0127290 | Contract Administrator | $105,874 |
Filed as: UNITED PLANNERS' FINANCIAL SERVICES Service code 27 · EIN 86-0588303 | Advisory (Plan) | $62,167 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $245,290 | $101,317+142.1% | $146,958+66.9% | $74,495+229.3% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.2pp | 67.2%+31.2pp |
| Annual return | 16.06% | 8730.91%-8714.8pp | 418.34%-402.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,511 | $3,810-7.8% | $4,933-28.8% | $2,623+33.9% |
| Participant deferral / active EE | $9,423 | $7,303+29.0% | $8,070+16.8% | $4,346+116.8% |
| Admin fee / account holder | $730 | $1,739-58.0% | $12,998-94.4% | $1,942-62.4% |