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 |
|---|---|---|
Filed as: RETIREMENT PLANNERS AND ADMINISTORS Service code 15 · EIN 62-1038805 | Recordkeeping | $15,112 |
Filed as: UBS Service code 26 1501 K STREET, NW, SUITE 1100 · WASHINGTON, DC 20005 | Advisory (Participants) | $6,178 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,076 | $36,916-91.7% | $156,549-98.0% | $57,658-94.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 46.10% | 12.38%+33.7pp | 32.23%+13.9pp | 5.13%+41.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,418 | $1,926-26.4% | $4,871-70.9% | $3,061-53.7% |
| Admin fee / account holder | $33 | $82-59.6% | $13,027-99.7% | $95-64.8% |