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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $508,284 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $79,360 |
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 | $77,972 | $92,153-15.4% | $76,817+1.5% | $82,204-5.1% |
| Participation rate | 85.4% | 79.4%+6.0pp | 72.1%+13.3pp | 73.4%+12.0pp |
| Annual return | 24.18% | 21.12%+3.1pp | 1166.11%-1141.9pp | 26.31%-2.1pp |
| Employer contribution / active EE | $2,858 | $3,043-6.1% | $2,302+24.2% | $2,707+5.6% |
| Participant deferral / active EE | $4,405 | $4,304+2.3% | $3,336+32.0% | $4,246+3.7% |
| Admin fee / account holder | $62 | $70-11.0% | $6,420-99.0% | $76-17.4% |