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 | $42,106 |
UBS FINANCIAL SERVICES INC8 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 | $128,051 | $72,137+77.5% | $142,449-10.1% | $71,457+79.2% |
| Participation rate | 82.4% | 71.7%+10.7pp | 76.8%+5.6pp | 67.9%+14.5pp |
| Annual return | 15.53% | 21.15%-5.6pp | 19.99%-4.5pp | 28.85%-13.3pp |
| Employer contribution / active EE | $5,008 | $3,793+32.0% | $4,847+3.3% | $2,588+93.5% |
| Participant deferral / active EE | $7,853 | $5,280+48.7% | $6,283+25.0% | $4,289+83.1% |
| Admin fee / account holder | $427 | $1,433-70.2% | $10,011-95.7% | $1,587-73.1% |