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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,782 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,100 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT A DIV OF RBC CAP M Service code 61 · EIN 41-1416330 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,069 | $71,192-28.3% | $117,854-56.7% | $62,292-18.0% |
| Participation rate | 90.9% | 74.2%+16.7pp | 79.7%+11.3pp | 69.5%+21.4pp |
| Annual return | 17.07% | 18.66%-1.6pp | 335.08%-318.0pp | 28.90%-11.8pp |
| Employer contribution / active EE | $984 | $1,934-49.1% | $3,786-74.0% | $2,042-51.8% |
| Participant deferral / active EE | $2,492 | $3,189-21.8% | $4,482-44.4% | $3,169-21.4% |
| Admin fee / account holder | $155 | $587-73.7% | $8,020-98.1% | $479-67.8% |