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 | $178,117 |
WINSTON & STRAWN LLP5 years Service code 29 · EIN 36-1975990 | Legal | $33,418 |
USI CONSULTING GROUP3 years Service code 13 · EIN 06-1053228 | Contract Administrator | $27,100 |
SWEENEY CONRAD, P.S.5 years Service code 10 · EIN 91-1301672 | Accounting | $24,696 |
Filed as: UBS FINANCIAL SERVICES I Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $158,407 | $81,357+94.7% | $75,972+108.5% | $199,593-20.6% |
| Participation rate | 64.5% | 69.9%-5.4pp | 69.1%-4.5pp | 72.0%-7.4pp |
| Annual return | 14.80% | 16.32%-1.5pp | 359.55%-344.8pp | 34.25%-19.5pp |
| Employer contribution / active EE | $2,910 | $3,341-12.9% | $2,685+8.4% | $3,034-4.1% |
| Participant deferral / active EE | $5,834 | $4,710+23.9% | $4,255+37.1% | $5,087+14.7% |
| Admin fee / account holder | $128 | $144-11.5% | $6,467-98.0% | $269-52.4% |