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 INC2+ years Service code 55 · EIN 13-2638166 | Other Commissions | $5,582 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,010 | $55,453-13.4% | $170,442-71.8% | $62,292-22.9% |
| Participation rate | 30.8% | 66.4%-35.5pp | 83.6%-52.8pp | 69.5%-38.7pp |
| Annual return | 15.37% | 21.38%-6.0pp | 205.93%-190.6pp | 28.90%-13.5pp |
| Employer contribution / active EE | $534 | $2,164-75.3% | $5,433-90.2% | $2,042-73.9% |
| Participant deferral / active EE | $1,615 | $2,303-29.9% | $4,939-67.3% | $3,169-49.0% |
| Admin fee / account holder | $38 | $455-91.7% | $13,880-99.7% | $479-92.1% |