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 | $36,947 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,458 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,293 | $59,159+29.0% | $159,960-52.3% | $66,914+14.0% |
| Participation rate | 87.1% | 68.1%+19.0pp | 78.0%+9.2pp | 69.8%+17.3pp |
| Annual return | -16.97% | -12.26%-4.7pp | 408.60%-425.6pp | 1.58%-18.5pp |
| Employer contribution / active EE | $6,657 | $1,983+235.7% | $4,226+57.5% | $2,544+161.7% |
| Participant deferral / active EE | $11,483 | $4,395+161.3% | $6,182+85.7% | $4,237+171.0% |
| Admin fee / account holder | $280 | $591-52.7% | $8,698-96.8% | $593-52.9% |