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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $23,214 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 1193 ROYVONNE AVE SE · SALEM, OR 97302 | Contract Administrator | $595 |
Filed as: JP MORGAN INVEST HOLDING LLC Service code 64 | Recordkeeping Fees | $255 |
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).
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 | $42,863 | $61,272-30.0% | $149,673-71.4% | $71,457-40.0% |
| Participation rate | 47.7% | 62.5%-14.8pp | 78.8%-31.0pp | 67.9%-20.2pp |
| Annual return | 14.21% | 35.85%-21.6pp | 134.42%-120.2pp | 28.85%-14.6pp |
| Employer contribution / active EE | $263 | $2,378-88.9% | $4,818-94.5% | $2,588-89.8% |
| Participant deferral / active EE | $1,368 | $2,917-53.1% | $5,680-75.9% | $4,289-68.1% |
| Admin fee / account holder | $143 | $1,261-88.7% | $13,210-98.9% | $1,587-91.0% |