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 INC3 years Filed as: UBS FINANCIAL SERVICES Service code 99 · EIN 13-2638166 | Other Fees | $24,547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,646 | $48,261-30.3% | $68,793-51.1% | $55,725-39.6% |
| Participation rate | 30.0% | 71.0%-41.0pp | 72.2%-42.2pp | 70.9%-40.9pp |
| Annual return | -3.90% | -2.61%-1.3pp | -4.63%+0.7pp | 244.93%-248.8pp |
| Employer contribution / active EE | $732 | $1,742-58.0% | $2,625-72.1% | $2,078-64.8% |
| Participant deferral / active EE | $1,342 | $2,712-50.5% | $3,311-59.5% | $3,356-60.0% |
| Admin fee / account holder | $65 | $126-48.5% | $5,131-98.7% | $115-43.6% |