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 | Direct payment from the plan; Investm... | $151,663 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $106,466 |
BERGANKDC LLC2 years Service code 10 · EIN 81-3053687 | Accounting | $38,443 |
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 | $74,280 | $70,115+5.9% | $70,515+5.3% | $80,160-7.3% |
| Participation rate | 37.9% | 71.7%-33.7pp | 68.3%-30.4pp | 72.9%-35.0pp |
| Annual return | 18.38% | 134.51%-116.1pp | 32.77%-14.4pp | 40.38%-22.0pp |
| Employer contribution / active EE | $303 | $3,021-90.0% | $2,973-89.8% | $2,978-89.8% |
| Participant deferral / active EE | $2,548 | $4,495-43.3% | $4,567-44.2% | $5,017-49.2% |
| Admin fee / account holder | $270 | $112+140.2% | $6,412-95.8% | $145+86.0% |