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 INC6+ years Service code 55 · EIN 13-2638166 | Other Commissions | $45,513 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,475 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,435 | $64,286+48.5% | $90,951+4.9% | $73,409+30.0% |
| Participation rate | 44.8% | 63.6%-18.8pp | 69.0%-24.2pp | 72.2%-27.4pp |
| Annual return | 14.52% | 21.45%-6.9pp | 134.60%-120.1pp | 59.29%-44.8pp |
| Employer contribution / active EE | $198 | $895-77.9% | $2,122-90.7% | $2,234-91.1% |
| Participant deferral / active EE | $2,788 | $2,453+13.6% | $3,373-17.4% | $3,805-26.7% |
| Admin fee / account holder | $13 | $287-95.5% | $5,959-99.8% | $158-91.8% |