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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $332,018 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 16 1000 HARBOR BLVD · WEEHAWKEN, NJ 07087 | Consulting | $142,939 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $153,586 | $96,458+59.2% | $136,294+12.7% | $77,958+97.0% |
| Participation rate | 85.7% | 75.4%+10.3pp | 81.9%+3.8pp | 71.6%+14.1pp |
| Annual return | 17.45% | 23.78%-6.3pp | 5155.94%-5138.5pp | 20.87%-3.4pp |
| Employer contribution / active EE | $2,629 | $3,144-16.4% | $4,695-44.0% | $2,310+13.8% |
| Participant deferral / active EE | $9,565 | $5,902+62.1% | $6,247+53.1% | $3,537+170.5% |
| Admin fee / account holder | $91 | $80+13.4% | $9,243-99.0% | $97-6.3% |