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 INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $68,744 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,647 |
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 | $100,441 | $84,993+18.2% | $129,995-22.7% | $80,160+25.3% |
| Participation rate | 51.1% | 79.5%-28.5pp | 78.5%-27.4pp | 72.9%-21.9pp |
| Annual return | 19.15% | 23.76%-4.6pp | -137.18%+156.3pp | 40.38%-21.2pp |
| Employer contribution / active EE | $1,544 | $3,051-49.4% | $4,320-64.3% | $2,978-48.2% |
| Participant deferral / active EE | $5,166 | $4,984+3.7% | $5,820-11.2% | $5,017+3.0% |
| Admin fee / account holder | $116 | $391-70.2% | $10,614-98.9% | $145-19.7% |