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 | $307,123 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $44,037 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,205 |
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 | $54,242 | $90,410-40.0% | $91,001-40.4% | $77,958-30.4% |
| Participation rate | 93.2% | 86.4%+6.8pp | 75.6%+17.6pp | 71.6%+21.6pp |
| Annual return | 25.89% | 21.34%+4.5pp | 4.60%+21.3pp | 20.87%+5.0pp |
| Employer contribution / active EE | $2,277 | $3,392-32.9% | $2,456-7.3% | $2,310-1.4% |
| Participant deferral / active EE | $10,099 | $4,816+109.7% | $3,547+184.7% | $3,537+185.6% |
| Admin fee / account holder | $65 | $79-18.1% | $5,417-98.8% | $97-33.6% |