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 | $292,831 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 | Advisory (Participants) | $57,234 |
Filed as: HOLTHOUSE CARLIN & VANTRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $25,317 |
MCGRATH NORTH1 year Filed as: MCGRATH NORTH MULLIN & KRATZ, PC LL Service code 29 · EIN 47-0551221 | Legal | $6,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,589 | $36,939-25.3% | $80,716-65.8% | $93,030-70.3% |
| Participation rate | 44.1% | 32.6%+11.5pp | 54.2%-10.1pp | 73.9%-29.8pp |
| Annual return | 9.86% | 17.55%-7.7pp | 87.28%-77.4pp | 158.70%-148.8pp |
| Employer contribution / active EE | $128 | $455-71.9% | $1,160-89.0% | $2,706-95.3% |
| Participant deferral / active EE | $1,194 | $1,044+14.4% | $2,146-44.4% | $4,562-73.8% |
| Admin fee / account holder | $186 | $162+15.1% | $3,380-94.5% | $152+22.6% |