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 Service code 55 · EIN 13-2638166 | Other Commissions | $27,174 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,566 | $33,745+123.9% | $64,105+17.9% | $55,191+36.9% |
| Participation rate | 37.9% | 59.4%-21.5pp | 68.2%-30.3pp | 69.2%-31.3pp |
| Annual return | -1.12% | 4.95%-6.1pp | 791.24%-792.4pp | 10.78%-11.9pp |
| Employer contribution / active EE | $103 | $641-84.0% | $1,820-94.4% | $1,899-94.6% |
| Participant deferral / active EE | $2,260 | $1,929+17.2% | $2,822-19.9% | $3,046-25.8% |
| Admin fee / account holder | $14 | $94-84.9% | $4,499-99.7% | $91-84.3% |