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 | $257,505 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,888 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,668 | $26,906-12.0% | $61,373-61.4% | $77,904-69.6% |
| Participation rate | 42.5% | 33.4%+9.0pp | 52.6%-10.1pp | 73.7%-31.2pp |
| Annual return | -13.56% | -14.46%+0.9pp | 338.61%-352.2pp | 12.21%-25.8pp |
| Employer contribution / active EE | $112 | $521-78.5% | $1,159-90.3% | $2,848-96.1% |
| Participant deferral / active EE | $1,240 | $1,180+5.1% | $2,125-41.6% | $4,806-74.2% |
| Admin fee / account holder | $139 | $117+19.0% | $2,130-93.5% | $133+5.0% |