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 | $261,040 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $49,694 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $11,500 |
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 | $21,751 | $30,147-27.9% | $58,482-62.8% | $80,160-72.9% |
| Participation rate | 64.7% | 34.4%+30.3pp | 50.9%+13.8pp | 72.9%-8.2pp |
| Annual return | 10.13% | 21.97%-11.8pp | 4239.32%-4229.2pp | 40.38%-30.3pp |
| Employer contribution / active EE | $136 | $528-74.2% | $1,053-87.1% | $2,978-95.4% |
| Participant deferral / active EE | $1,662 | $1,249+33.0% | $1,924-13.6% | $5,017-66.9% |
| Admin fee / account holder | $119 | $195-38.8% | $2,516-95.3% | $145-17.8% |