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 37 · EIN 04-2647786 | Loan Processing | $755,759 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $266,560 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $83,500 |
PRICEWATERHOUSECOOPERS LLP9+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $49,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $67,343 | $106,994-37.1% | $135,903-50.4% | $96,393-30.1% |
| Participation rate | 96.3% | 72.5%+23.8pp | 81.9%+14.4pp | 71.3%+25.0pp |
| Annual return | 18.45% | 26.64%-8.2pp | 68.23%-49.8pp | 22.88%-4.4pp |
| Employer contribution / active EE | $2,915 | $3,391-14.0% | $4,856-40.0% | $3,238-10.0% |
| Participant deferral / active EE | $6,755 | $7,968-15.2% | $7,758-12.9% | $5,455+23.8% |
| Admin fee / account holder | $82 | $79+4.3% | $10,762-99.2% | $74+11.6% |