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 37 · EIN 04-2647786 | Loan Processing | $67,804 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,181 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,460 | $88,890-53.4% | $102,423-59.5% | $77,643-46.6% |
| Participation rate | 88.0% | 80.9%+7.1pp | 76.5%+11.5pp | 70.6%+17.4pp |
| Annual return | 11.48% | 24.98%-13.5pp | 29.32%-17.8pp | 31.24%-19.8pp |
| Employer contribution / active EE | $1,653 | $2,698-38.7% | $3,023-45.3% | $2,726-39.4% |
| Participant deferral / active EE | $4,661 | $5,145-9.4% | $5,053-7.8% | $4,647+0.3% |
| Admin fee / account holder | $140 | $235-40.4% | $9,451-98.5% | $430-67.4% |