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 INC4+ years Service code 55 · EIN 13-2638166 | Other Commissions | $36,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,075 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,171 | $44,473-27.7% | $76,523-58.0% | $55,725-42.3% |
| Participation rate | 82.6% | 51.0%+31.6pp | 68.0%+14.6pp | 70.9%+11.7pp |
| Annual return | -5.38% | -2.01%-3.4pp | -0.27%-5.1pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,950 | $1,101+77.1% | $2,647-26.3% | $2,078-6.2% |
| Participant deferral / active EE | $3,615 | $1,988+81.9% | $3,835-5.8% | $3,356+7.7% |
| Admin fee / account holder | $11 | $134-92.0% | $4,848-99.8% | $115-90.7% |