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 INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,330 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $10,820 |
ASSURANCE DIMENSIONS3 years Service code 10 · EIN 26-3429295 | Accounting | $8,477 |
Filed as: MASSMUTUAL LIFE INSRUANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $2,527 |
Filed as: ENVESTNET REITREMENT SOLUTIONS, LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
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 | $47,003 | $39,948+17.7% | $89,391-47.4% | $73,409-36.0% |
| Participation rate | 95.4% | 50.4%+44.9pp | 68.0%+27.4pp | 72.2%+23.2pp |
| Annual return | 17.33% | 50.12%-32.8pp | 245.62%-228.3pp | 59.29%-42.0pp |
| Employer contribution / active EE | $2,494 | $1,200+107.8% | $2,586-3.5% | $2,234+11.6% |
| Participant deferral / active EE | $8,936 | $2,193+307.5% | $3,890+129.7% | $3,805+134.8% |
| Admin fee / account holder | $198 | $134+47.7% | $4,881-95.9% | $158+25.6% |