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 10-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 42-0127290 | Contract Administrator | $44,973 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,472 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 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 | $51,970 | $73,404-29.2% | $87,100-40.3% | $67,579-23.1% |
| Participation rate | 67.9% | 80.9%-13.0pp | 76.9%-9.0pp | 71.3%-3.4pp |
| Annual return | 24.29% | 48.29%-24.0pp | 28.19%-3.9pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,038 | $2,014-48.5% | $2,521-58.8% | $2,148-51.7% |
| Participant deferral / active EE | $2,891 | $3,913-26.1% | $4,049-28.6% | $3,539-18.3% |
| Admin fee / account holder | $150 | $142+6.2% | $7,497-98.0% | $142+5.7% |