Filed March 5, 2026
Total covered: 12 employees
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 | $44,026 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,836 | $64,871+64.7% | $129,110-17.3% | $66,914+59.7% |
| Participation rate | 82.4% | 74.0%+8.4pp | 77.3%+5.1pp | 69.8%+12.5pp |
| Annual return | -15.07% | -12.21%-2.9pp | -10.94%-4.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $5,401 | $3,741+44.4% | $5,052+6.9% | $2,544+112.3% |
| Participant deferral / active EE | $7,865 | $5,090+54.5% | $6,542+20.2% | $4,237+85.6% |
| Admin fee / account holder | $451 | $629-28.2% | $14,302-96.8% | $593-23.9% |