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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $94,798 |
Service code 37 · EIN 04-2647786 | Loan Processing | $87,839 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $50,096 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $118,855 | $112,623+5.5% | $106,213+11.9% | $199,593-40.5% |
| Participation rate | 97.4% | 86.2%+11.2pp | 75.3%+22.1pp | 72.0%+25.4pp |
| Annual return | 14.81% | 15.57%-0.8pp | 116.14%-101.3pp | 34.25%-19.4pp |
| Employer contribution / active EE | $3,254 | $4,575-28.9% | $3,171+2.6% | $3,034+7.2% |
| Participant deferral / active EE | $10,619 | $6,659+59.5% | $5,016+111.7% | $5,087+108.8% |
| Admin fee / account holder | $48 | $107-54.8% | $11,033-99.6% | $269-82.0% |