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 INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 750 WASHINGTON BLVD · STAMFORD, CT 06901 | Advisory (Plan) | $30,553 |
ASCENSUS LLC3+ years Filed as: ASCENSUS CONSULTING, LLC Service code 37 · EIN 11-3665754 | Loan Processing | $27,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 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 | $69,552 | $71,192-2.3% | $117,854-41.0% | $62,292+11.7% |
| Participation rate | 63.6% | 74.2%-10.6pp | 79.7%-16.0pp | 69.5%-5.9pp |
| Annual return | -8.24% | 18.66%-26.9pp | 335.08%-343.3pp | 28.90%-37.1pp |
| Employer contribution / active EE | $2,829 | $1,934+46.3% | $3,786-25.3% | $2,042+38.5% |
| Participant deferral / active EE | $8,728 | $3,189+173.7% | $4,482+94.7% | $3,169+175.4% |
| Admin fee / account holder | $255 | $587-56.5% | $8,020-96.8% | $479-46.8% |