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 37 · EIN 04-2647786 | Loan Processing | $293,627 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $41,509 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,963 | $81,321-53.3% | $68,509-44.6% | $59,188-35.9% |
| Participation rate | 93.5% | 83.8%+9.6pp | 74.7%+18.7pp | 69.4%+24.0pp |
| Annual return | 3.91% | 4.65%-0.7pp | 8.27%-4.4pp | 5.51%-1.6pp |
| Employer contribution / active EE | $1,345 | $3,297-59.2% | $2,278-41.0% | $2,098-35.9% |
| Participant deferral / active EE | $9,114 | $4,592+98.5% | $3,382+169.4% | $3,265+179.2% |
| Admin fee / account holder | $72 | $62+17.2% | $5,275-98.6% | $92-21.6% |