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 INC9 years Filed as: UBS Service code 26 1501 K STREET, NW, SUITE 1100 · WASHINGTON, DC 20005 | Advisory (Participants) | $37,389 |
RETIREMENT PLANNERS & ADMINISTRATOR10+ years Filed as: RETIREMENT PLANNERS AND ADMINISTORS Service code 13 · EIN 62-1038805 | Contract Administrator | $31,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,284 | $50,820-60.1% | $155,567-87.0% | $77,671-73.9% |
| Participation rate | 31.9% | 63.1%-31.3pp | 78.2%-46.3pp | 70.6%-38.7pp |
| Annual return | 13.00% | 34.85%-21.8pp | 64.74%-51.7pp | 31.21%-18.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,244 | $2,823-55.9% | $5,628-77.9% | $4,648-73.2% |
| Admin fee / account holder | $166 | $436-61.9% | $15,916-99.0% | $430-61.4% |