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 INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $23,292 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,456 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $54,317 | $54,3200% | $67,652-19.7% | $52,331+3.8% |
| Participation rate | 71.6% | 73.6%-2.0pp | 75.7%-4.1pp | 68.1%+3.5pp |
| Annual return | -0.07% | 6.81%-6.9pp | 6625.04%-6625.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $686 | $1,544-55.5% | $2,266-69.7% | $1,882-63.5% |
| Participant deferral / active EE | $2,972 | $2,950+0.8% | $3,560-16.5% | $3,022-1.6% |
| Admin fee / account holder | $138 | $527-73.9% | $4,821-97.1% | $592-76.8% |