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 | $3,715 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 33 · EIN 13-2638166 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,995 | $72,492+29.7% | $87,100+7.9% | $72,985+28.8% |
| Participation rate | 93.2% | 72.8%+20.4pp | 76.9%+16.3pp | 69.5%+23.7pp |
| Annual return | 0.09% | 24.46%-24.4pp | 28.19%-28.1pp | 81.00%-80.9pp |
| Employer contribution / active EE | $1,148 | $1,894-39.4% | $2,521-54.5% | $2,440-53.0% |
| Participant deferral / active EE | $3,380 | $3,270+3.4% | $4,049-16.5% | $3,607-6.3% |
| Admin fee / account holder | $7 | $5,055-99.9% | $7,497-99.9% | $5,124-99.9% |