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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $29,285 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,838 |
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 | $149,501 | $109,881+36.1% | $150,045-0.4% | $84,808+76.3% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.3pp | 68.3%+28.3pp |
| Annual return | 20.02% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,385 | $3,561-33.0% | $4,693-49.2% | $2,631-9.3% |
| Participant deferral / active EE | $9,868 | $6,636+48.7% | $7,997+23.4% | $4,212+134.3% |
| Admin fee / account holder | $154 | $8,568-98.2% | $13,435-98.9% | $7,344-97.9% |