See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SVCS INS AGCY Service code 53 · EIN 51-0120742 | Insurance Commissions | $28,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,044 | $84,487-65.6% | $125,339-76.8% | $66,914-56.6% |
| Participation rate | 62.9% | 76.4%-13.6pp | 82.4%-19.5pp | 69.8%-6.9pp |
| Annual return | -12.73% | -8.39%-4.3pp | 572.05%-584.8pp | 1.58%-14.3pp |
| Employer contribution / active EE | $2,102 | $3,553-40.8% | $4,814-56.3% | $2,544-17.4% |
| Participant deferral / active EE | $5,006 | $6,781-26.2% | $7,446-32.8% | $4,237+18.2% |
| Admin fee / account holder | $114 | $685-83.3% | $10,010-98.9% | $593-80.8% |