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 16 · EIN 04-2647786 | Consulting | $641,966 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $158,685 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $111,875 |
PRICEWATERHOUSECOOPERS LLP5+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $74,359 |
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 | $58,436 | $95,048-38.5% | $141,162-58.6% | $82,204-28.9% |
| Participation rate | 95.7% | 73.7%+21.9pp | 82.5%+13.2pp | 73.4%+22.3pp |
| Annual return | 22.55% | 26.89%-4.3pp | 71.39%-48.8pp | 26.31%-3.8pp |
| Employer contribution / active EE | $2,253 | $2,921-22.9% | $4,735-52.4% | $2,707-16.8% |
| Participant deferral / active EE | $4,920 | $5,907-16.7% | $6,709-26.7% | $4,246+15.9% |
| Admin fee / account holder | $99 | $78+26.8% | $10,261-99.0% | $76+30.3% |