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 TRUST COMPANY OF PR Service code 21 · EIN 66-0532499 9TH FLOOR AMERICAN INTERNATIONAL PL · SAN JUAN, PR 00918 | Bank Trustee | $31,361 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $18,833 |
RSM US LLP2+ years Filed as: RSM ROC & COMPANY Service code 10 · EIN 66-0388756 PO BOX 10528 · SAN JUAN, PR 009220528 | Accounting | $13,728 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,946 | $46,732-55.2% | $156,549-86.6% | $55,167-62.0% |
| Participation rate | 97.5% | 65.8%+31.7pp | 84.0%+13.4pp | 69.0%+28.5pp |
| Annual return | 6.04% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,199 | $2,105-43.1% | $5,501-78.2% | $1,963-38.9% |
| Participant deferral / active EE | $1,771 | $2,204-19.7% | $4,871-63.6% | $3,054-42.0% |
| Admin fee / account holder | $255 | $418-39.1% | $13,027-98.0% | $504-49.5% |