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 INC7 years Service code 55 · EIN 13-2638166 | Other Commissions | $134,793 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,072 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,734 | $84,000+10.4% | $119,609-22.5% | $77,904+19.0% |
| Participation rate | 45.9% | 77.8%-31.9pp | 79.3%-33.3pp | 73.7%-27.8pp |
| Annual return | -16.03% | -11.59%-4.4pp | -14.97%-1.1pp | 12.21%-28.2pp |
| Employer contribution / active EE | $1,484 | $2,907-49.0% | $4,232-64.9% | $2,848-47.9% |
| Participant deferral / active EE | $4,813 | $4,705+2.3% | $5,602-14.1% | $4,806+0.1% |
| Admin fee / account holder | $8 | $116-93.4% | $10,323-99.9% | $133-94.2% |