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 55 · EIN 13-2638166 | Other Commissions | $5,199 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $80,945 | $64,909+24.7% | $82,313-1.7% | $62,292+29.9% |
| Participation rate | 96.6% | 74.9%+21.8pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 18.13% | 21.18%-3.1pp | 25.88%-7.7pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,225 | $1,676-26.9% | $2,428-49.5% | $2,042-40.0% |
| Participant deferral / active EE | $6,902 | $3,103+122.4% | $3,706+86.2% | $3,169+117.8% |
| Admin fee / account holder | $1 | $440-99.9% | $5,608-100.0% | $479-99.9% |