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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $115,938 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $55,043 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $18,379 |
GILBERT & SACKMAN2 years Service code 29 · EIN 95-2906951 | Legal | $12,758 |
QUALITY RESOURCE GROUP1 year Service code 36 · EIN 41-1762007 | Copying and duplicating | $5,242 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,599 | $101,523-80.7% | $141,162-86.1% | $77,787-74.8% |
| Participation rate | 76.8% | 77.4%-0.6pp | 82.5%-5.7pp | 73.2%+3.5pp |
| Annual return | 21.69% | 56.22%-34.5pp | 71.39%-49.7pp | 32.57%-10.9pp |
| Employer contribution / active EE | $566 | $3,341-83.1% | $4,735-88.1% | $2,504-77.4% |
| Participant deferral / active EE | $353 | $6,434-94.5% | $6,709-94.7% | $3,967-91.1% |
| Admin fee / account holder | $176 | $92+92.4% | $10,261-98.3% | $100+76.0% |