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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,031 |
OMS STUDIOS INC.2 years Service code 15 · EIN 57-1155991 | Recordkeeping | $29,369 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $13,577 |
ERGO SUM MANAGEMENT3+ years Service code 14 · EIN 20-2852341 | Plan Administrator | $8,800 |
SUREFOOT CONSULTING1 year Service code 16 · EIN 90-0848892 | Consulting | $5,000 |
Participant contribution per participant 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 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 | $40,660 | $155,795-73.9% | $136,294-70.2% | $69,631-41.6% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.9%+14.0pp | 70.7%+25.3pp |
| Annual return | 16.31% | 232464.33%-232448.0pp | 5155.94%-5139.6pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $1,407 | $2,991-52.9% | $4,695-70.0% | $2,032-30.7% |
| Participant deferral / active EE | $948 | $5,394-82.4% | $6,247-84.8% | $3,224-70.6% |
| Admin fee / account holder | $216 | $128+68.3% | $9,243-97.7% | $110+95.4% |