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 06-1050034 | Contract Administrator | $114,088 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $62,923 |
PICKETT, CHANEY & MCMULLEN LLP8+ years Service code 10 · EIN 48-1246310 | Accounting | $9,800 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,778 | $82,202+57.9% | $125,339+3.5% | $64,808+100.2% |
| Participation rate | 98.3% | 77.9%+20.4pp | 82.4%+15.9pp | 71.5%+26.8pp |
| Annual return | -17.80% | 3.48%-21.3pp | 572.05%-589.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $3,975 | $3,615+9.9% | $4,814-17.4% | $2,506+58.6% |
| Participant deferral / active EE | $8,678 | $7,175+21.0% | $7,446+16.5% | $4,310+101.3% |
| Admin fee / account holder | $160 | $163-1.9% | $10,010-98.4% | $188-14.7% |