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 INC5 years Service code 55 · EIN 13-2638166 | Other Commissions | $139,217 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,426 |
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 | $93,761 | $82,783+13.3% | $133,956-30.0% | $90,288+3.8% |
| Participation rate | 48.1% | 81.3%-33.2pp | 79.8%-31.7pp | 73.4%-25.2pp |
| Annual return | 14.50% | 21.89%-7.4pp | 45.09%-30.6pp | 53.97%-39.5pp |
| Employer contribution / active EE | $1,333 | $2,388-44.2% | $3,919-66.0% | $2,524-47.2% |
| Participant deferral / active EE | $4,445 | $4,291+3.6% | $5,048-11.9% | $4,232+5.0% |
| Admin fee / account holder | $11 | $93-88.6% | $8,927-99.9% | $114-90.7% |