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 | $45,365 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $14,487 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $54,241 | $79,519-31.8% | $95,952-43.5% | $73,409-26.1% |
| Participation rate | 88.4% | 81.2%+7.2pp | 77.1%+11.3pp | 72.2%+16.2pp |
| Annual return | 12.92% | 19.20%-6.3pp | 91.61%-78.7pp | 59.29%-46.4pp |
| Employer contribution / active EE | $614 | $2,048-70.0% | $2,541-75.8% | $2,234-72.5% |
| Participant deferral / active EE | $3,537 | $4,138-14.5% | $4,167-15.1% | $3,805-7.1% |
| Admin fee / account holder | $145 | $184-21.1% | $6,795-97.9% | $158-7.9% |