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 | Claims processing; Direct payment fro... | $39,328 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $6,000 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,538 | $99,078-52.0% | $96,544-50.8% | $74,419-36.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 15.58% | 22.48%-6.9pp | 25.84%-10.3pp | 34.38%-18.8pp |
| Employer contribution / active EE | $2,040 | $2,570-20.6% | $2,965-31.2% | $2,637-22.6% |
| Participant deferral / active EE | $4,375 | $4,933-11.3% | $4,851-9.8% | $4,528-3.4% |
| Admin fee / account holder | $140 | $225-37.5% | $8,252-98.3% | $348-59.7% |