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 37 · EIN 04-2647786 | Loan Processing | $145,901 |
UBS FINANCIAL SERVICES INC3 years Service code 16 · EIN 13-2638166 | Consulting | $55,697 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,949 |
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 | $55,283 | $95,388-42.0% | $125,339-55.9% | $77,904-29.0% |
| Participation rate | 93.2% | 78.6%+14.6pp | 82.4%+10.8pp | 73.7%+19.5pp |
| Annual return | -15.72% | 116.19%-131.9pp | 572.05%-587.8pp | 12.21%-27.9pp |
| Employer contribution / active EE | $2,857 | $3,666-22.1% | $4,814-40.6% | $2,848+0.3% |
| Participant deferral / active EE | $8,941 | $7,711+16.0% | $7,446+20.1% | $4,806+86.0% |
| Admin fee / account holder | $117 | $119-1.5% | $10,010-98.8% | $133-11.7% |