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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $758,578 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $346,175 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $83,500 |
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 | $79,922 | $119,627-33.2% | $146,958-45.6% | $99,062-19.3% |
| Participation rate | 97.8% | 73.4%+24.4pp | 82.2%+15.7pp | 71.6%+26.2pp |
| Annual return | 14.60% | 28.82%-14.2pp | 418.34%-403.7pp | 17.66%-3.1pp |
| Employer contribution / active EE | $3,340 | $4,153-19.6% | $4,933-32.3% | $3,262+2.4% |
| Participant deferral / active EE | $7,970 | $7,997-0.3% | $8,070-1.2% | $5,331+49.5% |
| Admin fee / account holder | $88 | $150-40.9% | $12,998-99.3% | $109-18.8% |