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 | $56,767-65.5% | $101,794-80.7% | $85,563-77.1% |
| Participation rate | 61.1% | 57.6%+3.5pp | 69.2%-8.1pp | 66.0%-4.8pp |
| Annual return | 10.08% | 17.76%-7.7pp | 30.53%-20.4pp | 31.51%-21.4pp |
| Employer contribution / active EE | $217 | $1,112-80.5% | $2,289-90.5% | $2,654-91.8% |
| Participant deferral / active EE | $1,531 | $2,720-43.7% | $4,084-62.5% | $4,375-65.0% |
| Admin fee / account holder | $150 | $1,098-86.3% | $8,777-98.3% | $834-82.0% |