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 | $54,306 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,486 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $65,377 | $185,342-64.7% | $111,297-41.3% | $86,799-24.7% |
| Participation rate | 82.5% | 81.0%+1.5pp | 77.3%+5.2pp | 72.3%+10.2pp |
| Annual return | 17.64% | 500.80%-483.2pp | 54.65%-37.0pp | 97.91%-80.3pp |
| Employer contribution / active EE | $1,233 | $2,246-45.1% | $2,731-54.9% | $2,405-48.8% |
| Participant deferral / active EE | $3,554 | $4,458-20.3% | $4,487-20.8% | $4,131-14.0% |
| Admin fee / account holder | $174 | $255-32.1% | $7,964-97.8% | $170+2.3% |