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 | $7,084 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,360 |
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 | $47,143 | $52,953-11.0% | $172,739-72.7% | $65,185-27.7% |
| Participation rate | 43.8% | 66.2%-22.4pp | 82.6%-38.9pp | 70.2%-26.4pp |
| Annual return | 21.78% | 30.12%-8.3pp | 802.84%-781.1pp | 29.38%-7.6pp |
| Employer contribution / active EE | $739 | $2,190-66.2% | $5,143-85.6% | $2,177-66.0% |
| Participant deferral / active EE | $2,413 | $2,471-2.3% | $5,198-53.6% | $3,514-31.3% |
| Admin fee / account holder | $34 | $472-92.9% | $13,954-99.8% | $847-96.0% |