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 15 · EIN 13-3689044 | Recordkeeping | $20,169 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,140 |
PENSION SERVICES, INC.1 year Filed as: PENSION SERVICES CORPORATION - HI13 Service code 15 · EIN 99-0262088 | Recordkeeping | $2,821 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,914 | $49,915-42.1% | $154,803-81.3% | $74,304-61.1% |
| Participation rate | 93.8% | 54.0%+39.8pp | 78.1%+15.7pp | 60.3%+33.4pp |
| Annual return | 12.05% | 34.06%-22.0pp | 58.88%-46.8pp | 29.43%-17.4pp |
| Employer contribution / active EE | $1,502 | $1,611-6.8% | $4,305-65.1% | $2,241-33.0% |
| Participant deferral / active EE | $3,000 | $2,255+33.0% | $5,540-45.9% | $3,767-20.4% |
| Admin fee / account holder | $156 | $2,189-92.9% | $14,329-98.9% | $2,969-94.7% |