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 | $20,577 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 26 1501 K STREET, NW, SUITE 1100 · WASHINGTON, DC 20005 | Advisory (Participants) | $10,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $7,792 | $46,173-83.1% | $170,442-95.4% | $69,631-88.8% |
| Participation rate | 33.9% | 63.9%-30.0pp | 83.6%-49.7pp | 70.7%-36.8pp |
| Annual return | 15.72% | 21.62%-5.9pp | 205.93%-190.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,059 | $2,080-49.1% | $4,939-78.6% | $3,224-67.2% |
| Admin fee / account holder | $84 | $116-27.1% | $13,880-99.4% | $110-23.5% |