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 27 · EIN 13-2638166 | Advisory (Plan) | $111,367 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,159 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,462 |
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 | $199,945 | $60,607+229.9% | $189,557+5.5% | $86,799+130.4% |
| Participation rate | 91.9% | 68.9%+23.0pp | 78.4%+13.5pp | 72.3%+19.6pp |
| Annual return | 17.52% | 65.18%-47.7pp | 64.17%-46.6pp | 97.91%-80.4pp |
| Employer contribution / active EE | $4,664 | $1,626+186.9% | $4,412+5.7% | $2,405+93.9% |
| Participant deferral / active EE | $10,825 | $3,895+177.9% | $6,174+75.3% | $4,131+162.0% |
| Admin fee / account holder | $167 | $159+5.1% | $9,807-98.3% | $170-1.6% |