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 |
|---|---|---|
UBS FINANCIAL SERVICES INC9 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,496 |
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 | $47,258 | $89,436-47.2% | $164,813-71.3% | $77,643-39.1% |
| Participation rate | 81.6% | 78.6%+3.0pp | 78.6%+3.0pp | 70.6%+11.0pp |
| Annual return | 14.28% | 28.83%-14.5pp | 69.93%-55.7pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,418 | $2,569-5.9% | $4,341-44.3% | $2,726-11.3% |
| Participant deferral / active EE | $4,150 | $4,897-15.2% | $6,031-31.2% | $4,647-10.7% |
| Admin fee / account holder | $175 | $339-48.5% | $12,690-98.6% | $430-59.4% |