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 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $119,743 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $85,000 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $18,000 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $32,880 | $73,034-55.0% | $77,163-57.4% | $80,160-59.0% |
| Participation rate | 99.7% | 78.1%+21.6pp | 69.6%+30.2pp | 72.9%+26.8pp |
| Annual return | 29.20% | 18.56%+10.6pp | 37.87%-8.7pp | 40.38%-11.2pp |
| Employer contribution / active EE | $2,287 | $2,779-17.7% | $2,535-9.8% | $2,978-23.2% |
| Participant deferral / active EE | $5,293 | $4,140+27.8% | $3,833+38.1% | $5,017+5.5% |
| Admin fee / account holder | $55 | $104-46.7% | $5,472-99.0% | $145-61.9% |