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 INC4 years Service code 55 · EIN 13-2638166 | Other Commissions | $128,347 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,922 |
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 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 | $81,980 | $73,125+12.1% | $125,175-34.5% | $77,787+5.4% |
| Participation rate | 44.2% | 79.4%-35.3pp | 79.8%-35.6pp | 73.2%-29.0pp |
| Annual return | 25.18% | 24.71%+0.5pp | 43.79%-18.6pp | 32.57%-7.4pp |
| Employer contribution / active EE | $1,290 | $2,413-46.5% | $3,865-66.6% | $2,504-48.5% |
| Participant deferral / active EE | $4,100 | $3,966+3.4% | $4,937-16.9% | $3,967+3.3% |
| Admin fee / account holder | $10 | $89-89.0% | $9,702-99.9% | $100-90.2% |