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) | $17,853 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $2,598 |
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 | $55,584 | $78,422-29.1% | $95,952-42.1% | $79,858-30.4% |
| Participation rate | 84.4% | 73.5%+10.9pp | 77.1%+7.3pp | 69.6%+14.7pp |
| Annual return | 18.21% | 19.37%-1.2pp | 91.61%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $998 | $1,945-48.7% | $2,541-60.7% | $2,471-59.6% |
| Participant deferral / active EE | $4,801 | $3,440+39.6% | $4,167+15.2% | $3,740+28.4% |
| Admin fee / account holder | $127 | $5,622-97.7% | $6,795-98.1% | $5,306-97.6% |