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 3-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 | $13,722 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $214,378-100.0% | $200,582-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 0.47% | 46.41%-45.9pp | 42.33%-41.9pp | 217.08%-216.6pp |
| Employer contribution / active EE | $82,540 | $6,841+1106.5% | $6,419+1185.9% | $4,299+1819.9% |
| Participant deferral / active EE | $209,954 | $9,865+2028.3% | $9,331+2150.0% | $6,507+3126.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |