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 PAYMENT Service code 70 · EIN 13-2638166 | Consulting Fees | $45,000 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $40,985 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $12,750 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,810 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,165 | $44,989-33.0% | $170,442-82.3% | $77,958-61.3% |
| Participation rate | 89.4% | 64.6%+24.8pp | 83.6%+5.8pp | 71.6%+17.7pp |
| Annual return | 18.85% | 19.61%-0.8pp | 205.93%-187.1pp | 20.87%-2.0pp |
| Employer contribution / active EE | $422 | $1,466-71.2% | $5,433-92.2% | $2,310-81.7% |
| Participant deferral / active EE | $2,813 | $2,208+27.4% | $4,939-43.0% | $3,537-20.5% |
| Admin fee / account holder | $21 | $69-70.1% | $13,880-99.9% | $97-78.9% |