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 INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 50 · EIN 13-2638166 | Direct Payment | $168,643 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $45,705 |
HENJES CONNER & WILLIAMS PC3 years Filed as: HENJES, CONNOR & WILLIAMS, P.C. Service code 10 · EIN 48-1292483 | Accounting | $11,230 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $565 |
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 | $45,247 | $72,066-37.2% | $81,930-44.8% | $90,288-49.9% |
| Participation rate | 92.0% | 78.9%+13.1pp | 72.0%+20.0pp | 73.4%+18.7pp |
| Annual return | 19.69% | 15.92%+3.8pp | 29.49%-9.8pp | 53.97%-34.3pp |
| Employer contribution / active EE | $1,560 | $2,335-33.2% | $4,310-63.8% | $2,524-38.2% |
| Participant deferral / active EE | $2,518 | $3,557-29.2% | $7,107-64.6% | $4,232-40.5% |
| Admin fee / account holder | $101 | $92+9.6% | $5,158-98.0% | $114-11.1% |