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 INC8+ years Service code 55 · EIN 13-2638166 | Other Commissions | $55,316 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,824 | $49,451+105.9% | $79,550+28.0% | $66,914+52.2% |
| Participation rate | 44.5% | 61.3%-16.8pp | 69.5%-24.9pp | 69.8%-25.3pp |
| Annual return | -16.00% | 84.25%-100.3pp | 0.16%-16.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,147 | $3,159+31.3% | $3,985+4.1% | $4,237-2.1% |
| Admin fee / account holder | $13 | $595-97.9% | $6,832-99.8% | $593-97.9% |