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 | $76,137 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,335 |
ACTUARIAL BENEFITS CORP4 years Service code 13 · EIN 20-1054428 | Contract Administrator | $10,907 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,685 | $99,957-11.3% | $149,696-40.8% | $73,488+20.7% |
| Participation rate | 77.3% | 75.7%+1.6pp | 82.5%-5.2pp | 70.7%+6.6pp |
| Annual return | 18.23% | 53.87%-35.6pp | 276.60%-258.4pp | 28.51%-10.3pp |
| Employer contribution / active EE | $1,537 | $3,191-51.8% | $4,644-66.9% | $2,270-32.3% |
| Participant deferral / active EE | $6,218 | $6,073+2.4% | $6,842-9.1% | $3,740+66.3% |
| Admin fee / account holder | $425 | $551-22.8% | $9,309-95.4% | $513-17.1% |