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 | $52,678 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,825 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,441 | $72,254-41.3% | $86,677-51.0% | $64,808-34.5% |
| Participation rate | 93.1% | 80.4%+12.7pp | 76.6%+16.5pp | 71.5%+21.6pp |
| Annual return | -13.60% | 392.42%-406.0pp | 35.91%-49.5pp | 32.82%-46.4pp |
| Employer contribution / active EE | $1,518 | $2,393-36.6% | $2,836-46.5% | $2,506-39.4% |
| Participant deferral / active EE | $4,129 | $4,658-11.4% | $4,656-11.3% | $4,310-4.2% |
| Admin fee / account holder | $138 | $174-20.7% | $7,493-98.2% | $188-26.6% |