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 INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,268 |
FGMK, LLC3+ years Service code 10 · EIN 36-2929601 | Accounting | $10,500 |
CORRELL CO.3+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $7,723 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,440 | $51,466+23.3% | $78,778-19.5% | $62,292+1.8% |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 18.93% | 19.96%-1.0pp | 35.62%-16.7pp | 28.90%-10.0pp |
| Employer contribution / active EE | $2,910 | $827+251.7% | $1,986+46.6% | $2,042+42.5% |
| Participant deferral / active EE | $1,501 | $2,147-30.1% | $2,958-49.3% | $3,169-52.6% |
| Admin fee / account holder | $178 | $489-63.6% | $5,134-96.5% | $479-62.9% |