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 37 · EIN 04-2647786 | Loan Processing | $2,225 |
UBS FINANCIAL SERVICES INC1+ years Service code 61 · EIN 13-2638166 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,752 | $44,850+207.1% | $60,547+127.5% | $59,632+131.0% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -1.27% | 1074.14%-1075.4pp | 335.64%-336.9pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $5,367 | $1,462+267.2% | $2,419+121.9% | $2,203+143.7% |
| Participant deferral / active EE | $6,584 | $2,230+195.3% | $3,328+97.8% | $3,192+106.3% |
| Admin fee / account holder | $19 | $3,635-99.5% | $4,536-99.6% | $4,297-99.6% |