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 | $138,082 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,034 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $21,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,050 |
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 | $75,355 | $95,274-20.9% | $135,903-44.6% | $74,419+1.3% |
| Participation rate | 95.0% | 78.2%+16.8pp | 81.9%+13.1pp | 70.7%+24.2pp |
| Annual return | 20.20% | 32.77%-12.6pp | 68.23%-48.0pp | 34.38%-14.2pp |
| Employer contribution / active EE | $4,249 | $3,874+9.7% | $4,856-12.5% | $2,637+61.1% |
| Participant deferral / active EE | $11,325 | $7,782+45.5% | $7,758+46.0% | $4,528+150.1% |
| Admin fee / account holder | $141 | $266-47.1% | $10,762-98.7% | $348-59.5% |