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 INC7+ years Service code 55 · EIN 13-2638166 | Other Commissions | $10,142 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,187 |
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 | $60,511 | $65,061-7.0% | $143,757-57.9% | $66,914-9.6% |
| Participation rate | 43.3% | 65.2%-21.9pp | 80.3%-37.0pp | 69.8%-26.5pp |
| Annual return | -17.57% | -11.14%-6.4pp | -0.04%-17.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $938 | $2,361-60.3% | $4,951-81.1% | $2,544-63.2% |
| Participant deferral / active EE | $3,162 | $2,919+8.3% | $5,637-43.9% | $4,237-25.4% |
| Admin fee / account holder | $34 | $502-93.3% | $14,673-99.8% | $593-94.3% |