Filed October 14, 2025 (most recent of 2 filings on file)
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 | $3,275 |
UBS FINANCIAL SERVICES INC3+ years Service code 55 · EIN 13-2638166 | Other Commissions | $0 |
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 | $100,528 | $60,545+66.0% | $92,233+9.0% | $69,631+44.4% |
| Participation rate | 83.0% | 72.2%+10.9pp | 76.5%+6.5pp | 70.7%+12.3pp |
| Annual return | 21.10% | 19.71%+1.4pp | 176.28%-155.2pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $2,667 | $2,633+1.3% | $3,679-27.5% | $2,032+31.3% |
| Participant deferral / active EE | $7,949 | $2,828+181.1% | $3,897+104.0% | $3,224+146.6% |
| Admin fee / account holder | $7 | $145-95.0% | $5,194-99.9% | $110-93.4% |