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 | $8,165 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,450 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,438 | $58,879+2.6% | $178,490-66.1% | $73,488-17.8% |
| Participation rate | 49.0% | 66.2%-17.2pp | 81.9%-32.9pp | 70.7%-21.7pp |
| Annual return | 15.19% | 24.86%-9.7pp | 151.07%-135.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,085 | $2,236-51.5% | $5,011-78.3% | $2,270-52.2% |
| Participant deferral / active EE | $3,277 | $2,567+27.7% | $5,202-37.0% | $3,740-12.4% |
| Admin fee / account holder | $36 | $400-91.0% | $13,984-99.7% | $513-93.0% |