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 | $91,139 |
UBS FINANCIAL SERVICES INC6 years Service code 16 · EIN 13-2638166 | Consulting | $48,428 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,457 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS WRIGHT TREMAINE, LLP Service code 29 · EIN 91-0839480 | Legal | $18,326 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $8,142 |
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 | $96,262 | $119,446-19.4% | $150,045-35.8% | $85,563+12.5% |
| Participation rate | 94.9% | 75.4%+19.5pp | 82.3%+12.6pp | 66.0%+28.9pp |
| Annual return | 18.23% | 23.72%-5.5pp | 62.55%-44.3pp | 31.51%-13.3pp |
| Employer contribution / active EE | $3,757 | $4,078-7.9% | $4,693-19.9% | $2,654+41.6% |
| Participant deferral / active EE | $11,772 | $7,985+47.4% | $7,997+47.2% | $4,375+169.1% |
| Admin fee / account holder | $120 | $548-78.1% | $13,435-99.1% | $834-85.6% |