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 | $99,646 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,788 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,822 | $40,522-75.8% | $84,611-88.4% | $67,579-85.5% |
| Participation rate | 86.1% | 51.1%+35.0pp | 68.2%+17.8pp | 71.3%+14.8pp |
| Annual return | 42.18% | 32.72%+9.5pp | 258.74%-216.6pp | 378.56%-336.4pp |
| Employer contribution / active EE | $1,075 | $1,146-6.2% | $2,652-59.5% | $2,148-49.9% |
| Participant deferral / active EE | $2,812 | $2,132+31.9% | $3,899-27.9% | $3,539-20.5% |
| Admin fee / account holder | $119 | $145-17.8% | $4,912-97.6% | $142-16.0% |