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 INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1000 HARBOR BLVD, 6TH FLOOR · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $22,187 |
USI CONSULTING GROUP1+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $3,763 |
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 | $77,393 | $50,464+53.4% | $75,781+2.1% | $52,331+47.9% |
| Participation rate | 90.0% | 66.8%+23.2pp | 75.8%+14.2pp | 68.1%+21.9pp |
| Annual return | 1.46% | 1.03%+0.4pp | 9.68%-8.2pp | 4.54%-3.1pp |
| Employer contribution / active EE | $436 | $1,988-78.1% | $3,323-86.9% | $1,882-76.8% |
| Participant deferral / active EE | $4,980 | $2,570+93.7% | $3,651+36.4% | $3,022+64.8% |
| Admin fee / account holder | $220 | $1,103-80.1% | $5,299-95.9% | $592-62.8% |