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 | $53,596 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,634 |
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 | $50,032 | $99,078-49.5% | $96,544-48.2% | $74,419-32.8% |
| Participation rate | 91.4% | 80.7%+10.8pp | 76.0%+15.5pp | 70.7%+20.7pp |
| Annual return | 18.46% | 22.48%-4.0pp | 25.84%-7.4pp | 34.38%-15.9pp |
| Employer contribution / active EE | $1,603 | $2,570-37.6% | $2,965-45.9% | $2,637-39.2% |
| Participant deferral / active EE | $4,362 | $4,933-11.6% | $4,851-10.1% | $4,528-3.7% |
| Admin fee / account holder | $148 | $225-34.1% | $8,252-98.2% | $348-57.4% |