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 INC5 years Service code 55 · EIN 13-2638166 | Other Commissions | $12,952 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,766 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,134 | $74,706-35.6% | $75,696-36.4% | $79,386-39.4% |
| Participation rate | 80.2% | 75.3%+4.8pp | 74.8%+5.3pp | 70.7%+9.5pp |
| Annual return | 11.03% | 18.52%-7.5pp | 104.53%-93.5pp | 116.85%-105.8pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,930 | $3,533-45.4% | $3,821-49.5% | $4,046-52.3% |
| Admin fee / account holder | $14 | $374-96.1% | $3,619-99.6% | $626-97.7% |