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 | $51,611 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,547 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,183 | $50,815-83.9% | $155,509-94.7% | $77,643-89.5% |
| Participation rate | 94.8% | 63.1%+31.7pp | 78.2%+16.6pp | 70.6%+24.2pp |
| Annual return | 18.94% | 34.80%-15.9pp | 64.67%-45.7pp | 31.24%-12.3pp |
| Employer contribution / active EE | $39 | $1,993-98.1% | $4,672-99.2% | $2,726-98.6% |
| Participant deferral / active EE | $2,816 | $2,822-0.2% | $5,626-49.9% | $4,647-39.4% |
| Admin fee / account holder | $107 | $437-75.4% | $15,912-99.3% | $430-75.1% |