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 | $213,919 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $53,307 |
ASCENSUS LLC7 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $13,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,847 | $50,982-39.5% | $154,803-80.1% | $85,563-63.9% |
| Participation rate | 67.4% | 59.8%+7.6pp | 78.1%-10.6pp | 66.0%+1.5pp |
| Annual return | 19.68% | 30.35%-10.7pp | 58.88%-39.2pp | 31.51%-11.8pp |
| Employer contribution / active EE | $1,411 | $1,708-17.4% | $4,305-67.2% | $2,654-46.8% |
| Participant deferral / active EE | $2,329 | $2,474-5.9% | $5,540-58.0% | $4,375-46.8% |
| Admin fee / account holder | $217 | $846-74.4% | $14,329-98.5% | $834-74.0% |