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 5-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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC Service code 70 · EIN 13-2638166 | Consulting Fees | $98,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $20,535 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747891 | Accounting | $13,125 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,242 | $185,342-69.7% | $111,297-49.5% | $86,799-35.2% |
| Participation rate | 98.3% | 81.0%+17.4pp | 77.3%+21.0pp | 72.3%+26.1pp |
| Annual return | 9.07% | 500.80%-491.7pp | 54.65%-45.6pp | 97.91%-88.8pp |
| Employer contribution / active EE | $1,729 | $2,246-23.0% | $2,731-36.7% | $2,405-28.1% |
| Participant deferral / active EE | $8,564 | $4,458+92.1% | $4,487+90.9% | $4,131+107.3% |
| Admin fee / account holder | $112 | $255-56.0% | $7,964-98.6% | $170-33.7% |