See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $64,322 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,165 |
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 | $11,258 | $72,994-84.6% | $120,354-90.6% | $77,643-85.5% |
| Participation rate | 96.7% | 55.2%+41.5pp | 71.9%+24.8pp | 70.6%+26.1pp |
| Annual return | 26.05% | 18.23%+7.8pp | 107.15%-81.1pp | 31.24%-5.2pp |
| Employer contribution / active EE | $746 | $1,793-58.4% | $3,463-78.4% | $2,726-72.6% |
| Participant deferral / active EE | $2,804 | $3,011-6.9% | $4,991-43.8% | $4,647-39.7% |
| Admin fee / account holder | $105 | $658-84.0% | $9,423-98.9% | $430-75.6% |