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 |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,719 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 17 30 N. LA SALLE STREET, SUITE 2624 · CHICAGO, IL 60602 | Pension Consulting | $9,098 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,053 |
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 | $142,482 | $102,317+39.3% | $146,958-3.0% | $80,856+76.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 15.58% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,910 | $3,713-48.6% | $4,933-61.3% | $2,755-30.7% |
| Participant deferral / active EE | $15,371 | $6,644+131.4% | $8,070+90.5% | $4,296+257.8% |
| Admin fee / account holder | $147 | $7,941-98.1% | $12,998-98.9% | $6,918-97.9% |