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 3-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 INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,955 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $46,688 |
RETIREMENT SOLUTIONS SPECIALISTS1+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $18,701 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,688 |
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 | $51,435 | $64,612-20.4% | $86,436-40.5% | $64,808-20.6% |
| Participation rate | 95.2% | 81.5%+13.7pp | 80.3%+14.8pp | 71.5%+23.7pp |
| Annual return | 142.75% | 0.66%+142.1pp | 4394.89%-4252.1pp | 32.82%+109.9pp |
| Employer contribution / active EE | $3,132 | $2,744+14.1% | $3,769-16.9% | $2,506+25.0% |
| Participant deferral / active EE | $6,094 | $7,497-18.7% | $6,952-12.3% | $4,310+41.4% |
| Admin fee / account holder | $186 | $169+10.1% | $6,731-97.2% | $188-0.9% |