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 6-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 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $150,214 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $110,424 |
BERGANKDC LLC1 year Service code 10 · EIN 81-3053687 | Accounting | $12,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,248 | $63,321-0.1% | $68,791-8.1% | $77,904-18.8% |
| Participation rate | 38.7% | 71.1%-32.4pp | 69.0%-30.3pp | 73.7%-35.0pp |
| Annual return | -17.18% | -6.50%-10.7pp | -6.38%-10.8pp | 12.21%-29.4pp |
| Employer contribution / active EE | $68 | $2,794-97.6% | $2,655-97.4% | $2,848-97.6% |
| Participant deferral / active EE | $2,548 | $4,029-36.8% | $3,941-35.4% | $4,806-47.0% |
| Admin fee / account holder | $250 | $104+139.3% | $4,932-94.9% | $133+88.3% |