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 |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $42,618 |
UBS FINANCIAL SERVICES INC2 years Service code 17 · EIN 13-2638166 | Pension Consulting | $42,618 |
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 | $34,545 | $82,978-58.4% | $130,231-73.5% | $74,419-53.6% |
| Participation rate | 93.8% | 73.7%+20.2pp | 76.3%+17.5pp | 70.7%+23.1pp |
| Annual return | 17.83% | 123.05%-105.2pp | 38.77%-20.9pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,560 | $3,391-54.0% | $4,126-62.2% | $2,637-40.9% |
| Participant deferral / active EE | $3,748 | $5,370-30.2% | $6,799-44.9% | $4,528-17.2% |
| Admin fee / account holder | $121 | $354-65.8% | $6,020-98.0% | $348-65.2% |