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 Service code 55 · EIN 13-2638166 | Other Commissions | $54,892 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,025 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,393 | $63,138+82.8% | $96,562+19.5% | - |
| Participation rate | 45.4% | 51.5%-6.1pp | 69.8%-24.4pp | - |
| Annual return | 13.75% | 9.15%+4.6pp | 37.78%-24.0pp | - |
| Employer contribution / active EE | $276 | $927-70.3% | $2,356-88.3% | - |
| Participant deferral / active EE | $3,888 | $2,358+64.9% | $3,849+1.0% | - |
| Admin fee / account holder | $11 | $3,542-99.7% | $6,181-99.8% | - |