See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,201 |
UBS FINANCIAL SERVICES INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,687 | $44,897-33.9% | $84,966-65.1% | $199,593-85.1% |
| Participation rate | 9.9% | 45.7%-35.9pp | 67.5%-57.6pp | 72.0%-62.1pp |
| Annual return | 12.79% | 20.96%-8.2pp | 66.38%-53.6pp | 34.25%-21.5pp |
| Employer contribution / active EE | $185 | $1,365-86.4% | $2,727-93.2% | $3,034-93.9% |
| Participant deferral / active EE | $407 | $2,668-84.7% | $4,519-91.0% | $5,087-92.0% |
| Admin fee / account holder | $69 | $584-88.2% | $6,149-98.9% | $269-74.3% |