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 10-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 | Recordkeeping fees; Float revenue; Pa... | $69,106 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,456 |
Filed as: FUTURE PLAN Service code 16 · EIN 82-3719843 | Consulting | $18,333 |
DAVIS WRIGHT TREMAINE2 years Filed as: DAVIS WRIGHT TREMAINE, LLP Service code 29 · EIN 91-0839480 | Legal | $7,227 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $256 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $102,892 | $82,978+24.0% | $130,231-21.0% | $74,419+38.3% |
| Participation rate | 89.3% | 73.7%+15.6pp | 76.3%+13.0pp | 70.7%+18.5pp |
| Annual return | 17.84% | 123.05%-105.2pp | 38.77%-20.9pp | 34.38%-16.5pp |
| Employer contribution / active EE | $4,573 | $3,391+34.8% | $4,126+10.8% | $2,637+73.4% |
| Participant deferral / active EE | $9,834 | $5,370+83.1% | $6,799+44.7% | $4,528+117.2% |
| Admin fee / account holder | $268 | $354-24.2% | $6,020-95.5% | $348-22.9% |