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 | $74,746 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $59,901 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,017 | $65,061+9.2% | $143,757-50.6% | $66,914+6.1% |
| Participation rate | 97.5% | 65.2%+32.3pp | 80.3%+17.2pp | 69.8%+27.7pp |
| Annual return | -10.71% | -11.14%+0.4pp | -0.04%-10.7pp | 1.58%-12.3pp |
| Employer contribution / active EE | $2,936 | $2,361+24.4% | $4,951-40.7% | $2,544+15.4% |
| Participant deferral / active EE | $3,828 | $2,919+31.1% | $5,637-32.1% | $4,237-9.6% |
| Admin fee / account holder | $219 | $502-56.3% | $14,673-98.5% | $593-63.1% |