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 Service code 55 · EIN 13-2638166 | Other Commissions | $10,636 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,380 |
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 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 | $40,284 | $60,795-33.7% | $69,455-42.0% | $65,185-38.2% |
| Participation rate | 88.9% | 74.9%+14.0pp | 74.6%+14.3pp | 70.2%+18.7pp |
| Annual return | 20.26% | 17.46%+2.8pp | 28.97%-8.7pp | 29.38%-9.1pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,831 | $3,162-42.1% | $3,535-48.2% | $3,514-47.9% |
| Admin fee / account holder | $26 | $314-91.8% | $3,839-99.3% | $847-97.0% |