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 7-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 15 · EIN 84-0467907 | Recordkeeping | $543,269 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $37,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,477 | $43,466-25.3% | $99,443-67.3% | $89,569-63.7% |
| Participation rate | 55.5% | 41.5%+14.0pp | 73.8%-18.3pp | 69.6%-14.0pp |
| Annual return | 24.32% | 22.62%+1.7pp | 30.72%-6.4pp | 34.56%-10.2pp |
| Employer contribution / active EE | $424 | $788-46.2% | $2,540-83.3% | $2,584-83.6% |
| Participant deferral / active EE | $1,300 | $1,495-13.1% | $3,619-64.1% | $4,220-69.2% |
| Admin fee / account holder | $65 | $56+15.8% | $6,250-99.0% | $72-9.6% |