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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 55 · EIN 13-2638166 | Other Commissions | $88,981 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $50,133 |
HENJES CONNER & WILLIAMS PC1+ years Filed as: HENJES, CONNER & WILLIAMS, PC Service code 10 · EIN 48-1292483 | Accounting | $8,485 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,391 | $54,890-37.3% | $63,517-45.9% | $59,188-41.9% |
| Participation rate | 89.5% | 75.6%+13.9pp | 71.0%+18.4pp | 69.4%+20.1pp |
| Annual return | -0.39% | 4.56%-4.9pp | -70.30%+69.9pp | 5.51%-5.9pp |
| Employer contribution / active EE | $2,046 | $1,831+11.8% | $2,322-11.9% | $2,098-2.5% |
| Participant deferral / active EE | $1,869 | $2,803-33.3% | $2,953-36.7% | $3,265-42.7% |
| Admin fee / account holder | $51 | $66-22.6% | $5,892-99.1% | $92-44.5% |