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 INC2+ years Service code 55 · EIN 13-2638166 | Other Commissions | $35,472 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,200 |
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 | $75,489 | $37,044+103.8% | $71,796+5.1% | $57,658+30.9% |
| Participation rate | 42.3% | 61.1%-18.8pp | 69.1%-26.8pp | 70.2%-27.9pp |
| Annual return | 6.53% | 12.64%-6.1pp | 78.04%-71.5pp | 5.13%+1.4pp |
| Employer contribution / active EE | $146 | $720-79.8% | $1,924-92.4% | $1,974-92.6% |
| Participant deferral / active EE | $2,418 | $1,974+22.5% | $2,794-13.5% | $3,061-21.0% |
| Admin fee / account holder | $24 | $101-76.7% | $4,815-99.5% | $95-75.1% |