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 37 · EIN 04-2647786 | Loan Processing | $23,552 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $11,792 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $19,603 | $56,047-65.0% | $98,716-80.1% | $79,634-75.4% |
| Participation rate | 61.1% | 54.6%+6.5pp | 69.3%-8.2pp | 62.5%-1.4pp |
| Annual return | 10.08% | 17.58%-7.5pp | 31.81%-21.7pp | 36.46%-26.4pp |
| Employer contribution / active EE | $217 | $1,237-82.5% | $2,279-90.5% | $2,529-91.4% |
| Participant deferral / active EE | $1,531 | $2,469-38.0% | $4,048-62.2% | $3,835-60.1% |
| Admin fee / account holder | $150 | $1,512-90.1% | $8,703-98.3% | $1,002-85.0% |