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 9-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 INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,094 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $28,281 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,449 | $88,634+57.3% | $101,326+37.6% | $74,304+87.7% |
| Participation rate | 83.9% | 76.9%+7.0pp | 81.5%+2.4pp | 60.3%+23.5pp |
| Annual return | 19.57% | 33.10%-13.5pp | 36.82%-17.3pp | 29.43%-9.9pp |
| Employer contribution / active EE | $3,673 | $2,930+25.4% | $3,665+0.2% | $2,241+63.9% |
| Participant deferral / active EE | $10,202 | $7,322+39.3% | $7,994+27.6% | $3,767+170.8% |
| Admin fee / account holder | $284 | $2,425-88.3% | $11,185-97.5% | $2,969-90.4% |