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 INC6 years Service code 55 · EIN 13-2638166 | Other Commissions | $149,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,075 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,839 | $91,746+20.8% | $146,665-24.4% | $93,030+19.1% |
| Participation rate | 49.9% | 80.9%-31.1pp | 80.1%-30.2pp | 73.9%-24.0pp |
| Annual return | 14.86% | 18.28%-3.4pp | 22.74%-7.9pp | 158.70%-143.8pp |
| Employer contribution / active EE | $1,455 | $2,815-48.3% | $4,136-64.8% | $2,706-46.2% |
| Participant deferral / active EE | $5,218 | $4,589+13.7% | $5,506-5.2% | $4,562+14.4% |
| Admin fee / account holder | -$22 | $101-121.6% | $10,280-100.2% | $152-114.4% |