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 | Distribution (12b-1) fees; Recordkeep... | $170,520 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $125,373 |
BERGANKDC LLC3 years Service code 10 · EIN 81-3053687 | Accounting | $26,250 |
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 | $78,368 | $81,357-3.7% | $75,972+3.2% | $199,593-60.7% |
| Participation rate | 38.7% | 69.9%-31.2pp | 69.1%-30.4pp | 72.0%-33.3pp |
| Annual return | 16.37% | 16.32%0pp | 359.55%-343.2pp | 34.25%-17.9pp |
| Employer contribution / active EE | $327 | $3,341-90.2% | $2,685-87.8% | $3,034-89.2% |
| Participant deferral / active EE | $2,707 | $4,710-42.5% | $4,255-36.4% | $5,087-46.8% |
| Admin fee / account holder | $287 | $144+98.3% | $6,467-95.6% | $269+6.6% |