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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,235 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,373 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,551 | $57,739-83.5% | $112,229-91.5% | $74,419-87.2% |
| Participation rate | 88.3% | 55.6%+32.7pp | 72.4%+15.9pp | 70.7%+17.6pp |
| Annual return | 19.03% | 19.52%-0.5pp | 30.20%-11.2pp | 34.38%-15.4pp |
| Employer contribution / active EE | $637 | $1,675-61.9% | $3,430-81.4% | $2,637-75.8% |
| Participant deferral / active EE | $2,717 | $2,891-6.0% | $4,798-43.4% | $4,528-40.0% |
| Admin fee / account holder | $88 | $462-81.0% | $7,748-98.9% | $348-74.8% |