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 INC6 years Service code 55 · EIN 13-2638166 | Other Commissions | $12,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
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.
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 | $42,553 | $60,989-30.2% | $60,874-30.1% | $66,914-36.4% |
| Participation rate | 65.6% | 74.5%-8.9pp | 73.1%-7.5pp | 69.8%-4.2pp |
| Annual return | -16.72% | -9.60%-7.1pp | 16.90%-33.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,401 | $3,615-61.2% | $3,817-63.3% | $4,237-66.9% |
| Admin fee / account holder | $3 | $338-99.0% | $3,224-99.9% | $593-99.4% |