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 INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,573 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $2,870 |
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 | $46,830 | $91,418-48.8% | $87,100-46.2% | - |
| Participation rate | 79.8% | 78.6%+1.2pp | 76.9%+2.9pp | - |
| Annual return | 20.52% | 14.06%+6.5pp | 28.19%-7.7pp | - |
| Employer contribution / active EE | $1,056 | $2,156-51.0% | $2,521-58.1% | - |
| Participant deferral / active EE | $4,522 | $3,251+39.1% | $4,049+11.7% | - |
| Admin fee / account holder | $122 | $8,929-98.6% | $7,497-98.4% | - |