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 |
|---|---|---|
UNITED INCOME1 year Service code 27 · EIN 81-2922803 | Advisory (Plan) | $25,528 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,377 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,793 | $73,638-13.4% | $95,952-33.5% | $73,488-13.2% |
| Participation rate | 88.4% | 76.2%+12.3pp | 77.1%+11.4pp | 70.7%+17.8pp |
| Annual return | 41.88% | 16.78%+25.1pp | 91.61%-49.7pp | 28.51%+13.4pp |
| Employer contribution / active EE | $2,317 | $1,863+24.3% | $2,541-8.8% | $2,270+2.0% |
| Participant deferral / active EE | $4,660 | $3,617+28.8% | $4,167+11.8% | $3,740+24.6% |
| Admin fee / account holder | $205 | $482-57.5% | $6,795-97.0% | $513-60.0% |