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 13 · EIN 06-1050034 | Contract Administrator | $3,428 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 33 · EIN 13-2638166 | Securities brokerage commissions and ... | $0 |
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 | $105,093 | $67,606+55.4% | $82,313+27.7% | $70,131+49.9% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.9%+14.3pp | 69.5%+21.7pp |
| Annual return | 15.81% | 21.57%-5.8pp | 25.88%-10.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,060 | $1,755-39.6% | $2,428-56.3% | $2,342-54.7% |
| Participant deferral / active EE | $3,555 | $2,987+19.0% | $3,706-4.1% | $3,332+6.7% |
| Admin fee / account holder | $68 | $4,512-98.5% | $5,608-98.8% | $4,645-98.5% |