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 13 · EIN 42-0127290 | Contract Administrator | $250,176 |
Filed as: ALDRICH CPAS AND ADVISOR Service code 10 · EIN 93-0623286 | Accounting | $26,212 |
Filed as: UBS FINANCIAL SVCS INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,558 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $66,817 | $160,882-58.5% | $200,582-66.7% | $102,872-35.0% |
| Participation rate | 70.2% | 91.2%-21.0pp | 86.9%-16.7pp | 73.0%-2.8pp |
| Annual return | 17.69% | 18.15%-0.5pp | 42.33%-24.6pp | 19.06%-1.4pp |
| Employer contribution / active EE | $2,714 | $5,602-51.5% | $6,419-57.7% | $3,526-23.0% |
| Participant deferral / active EE | $4,900 | $9,300-47.3% | $9,331-47.5% | $5,535-11.5% |
| Admin fee / account holder | $81 | $125-35.5% | $16,305-99.5% | $292-72.4% |