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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,129 |
Filed as: MASSACHUETTS MUTUAL LIFE INS. COMP Service code 49 · EIN 04-1590850 | Other Services | $35,131 |
DAVIS1 year Service code 52 · EIN 36-2926440 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
SOUTHERN PENSION SERVICES4 years Service code 14 · EIN 59-3461974 | Plan Administrator | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,481 | $89,652-21.4% | $141,162-50.1% | $65,185+8.1% |
| Participation rate | 50.5% | 74.7%-24.2pp | 82.5%-32.0pp | 70.2%-19.7pp |
| Annual return | 21.91% | 32.79%-10.9pp | 71.39%-49.5pp | 29.38%-7.5pp |
| Employer contribution / active EE | $609 | $3,065-80.1% | $4,735-87.1% | $2,177-72.0% |
| Participant deferral / active EE | $3,761 | $5,691-33.9% | $6,709-43.9% | $3,514+7.0% |
| Admin fee / account holder | $253 | $569-55.5% | $10,261-97.5% | $847-70.2% |