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 | $14,986 |
UBS FINANCIAL SERVICES INC2 years Service code 49 · EIN 51-0120742 | Other Services | $14,551 |
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).
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 | $23,398 | $44,473-47.4% | $76,523-69.4% | $55,725-58.0% |
| Participation rate | 36.8% | 51.0%-14.1pp | 68.0%-31.2pp | 70.9%-34.0pp |
| Annual return | -7.49% | -2.01%-5.5pp | -0.27%-7.2pp | 244.93%-252.4pp |
| Employer contribution / active EE | $181 | $1,101-83.6% | $2,647-93.2% | $2,078-91.3% |
| Participant deferral / active EE | $657 | $1,988-66.9% | $3,835-82.9% | $3,356-80.4% |
| Admin fee / account holder | $63 | $134-52.8% | $4,848-98.7% | $115-45.1% |