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 | $280,711 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $64,478 |
Filed as: HOLTHOUSE CARLIN & VANTRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $16,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,032 | $29,516-22.0% | $77,482-70.3% | $90,288-74.5% |
| Participation rate | 44.7% | 33.7%+11.1pp | 54.2%-9.5pp | 73.4%-28.6pp |
| Annual return | 12.75% | 231.18%-218.4pp | 54.79%-42.0pp | 53.97%-41.2pp |
| Employer contribution / active EE | $123 | $381-67.7% | $986-87.5% | $2,524-95.1% |
| Participant deferral / active EE | $897 | $944-4.9% | $1,861-51.8% | $4,232-78.8% |
| Admin fee / account holder | $141 | $106+33.0% | $2,858-95.1% | $114+23.4% |