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 | $16,329 |
UBS FINANCIAL SERVICES INC3 years Service code 49 · EIN 51-0120742 | Other Services | $13,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,401 | $41,617-34.2% | $84,611-67.6% | $77,787-64.8% |
| Participation rate | 12.3% | 45.0%-32.7pp | 68.2%-55.9pp | 73.2%-60.9pp |
| Annual return | 20.11% | 24.97%-4.9pp | 258.74%-238.6pp | 32.57%-12.5pp |
| Employer contribution / active EE | $51 | $1,061-95.2% | $2,652-98.1% | $2,504-98.0% |
| Participant deferral / active EE | $279 | $2,129-86.9% | $3,899-92.8% | $3,967-93.0% |
| Admin fee / account holder | $67 | $121-44.2% | $4,912-98.6% | $100-32.6% |