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 7-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 13 · EIN 06-1050034 | Contract Administrator | $61,280 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $37,928 |
Employer 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 | $13,843 | $23,119-40.1% | $71,086-80.5% | $75,289-81.6% |
| Participation rate | 100.0% | 36.3%+63.7pp | 54.7%+45.3pp | 72.4%+27.6pp |
| Annual return | 22.33% | -3.32%+25.6pp | 650.59%-628.3pp | -0.04%+22.4pp |
| Employer contribution / active EE | $1 | $399-99.9% | $1,088-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,433 | $960+49.2% | $1,874-23.6% | $3,739-61.7% |
| Admin fee / account holder | $33 | $89-63.7% | $3,082-98.9% | $102-68.2% |