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 | Shareholder servicing fees; Finders' ... | $64,231 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,250 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $9,000 |
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 commissions and ... | $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 | $54,010 | $73,034-26.0% | $77,163-30.0% | $80,160-32.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 69.6%+30.4pp | 72.9%+27.1pp |
| Annual return | 18.09% | 18.56%-0.5pp | 37.87%-19.8pp | 40.38%-22.3pp |
| Employer contribution / active EE | $2,647 | $2,779-4.7% | $2,535+4.4% | $2,978-11.1% |
| Participant deferral / active EE | $4,849 | $4,140+17.1% | $3,833+26.5% | $5,017-3.4% |
| Admin fee / account holder | $54 | $104-48.3% | $5,472-99.0% | $145-63.0% |