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 | $68,978 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,996 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,948 | $216,711-93.6% | $136,749-89.8% | $85,563-83.7% |
| Participation rate | 96.6% | 51.7%+44.8pp | 72.1%+24.4pp | 66.0%+30.6pp |
| Annual return | 15.94% | 15.26%+0.7pp | 24.33%-8.4pp | 31.51%-15.6pp |
| Employer contribution / active EE | $354 | $1,660-78.7% | $3,400-89.6% | $2,654-86.7% |
| Participant deferral / active EE | $2,715 | $2,635+3.0% | $4,692-42.1% | $4,375-38.0% |
| Admin fee / account holder | $110 | $1,223-91.0% | $11,386-99.0% | $834-86.8% |