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 INC8 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $109,072 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $242,206 | $119,446+102.8% | $150,045+61.4% | $85,563+183.1% |
| Participation rate | 88.0% | 75.4%+12.6pp | 82.3%+5.7pp | 66.0%+22.1pp |
| Annual return | 17.28% | 23.72%-6.4pp | 62.55%-45.3pp | 31.51%-14.2pp |
| Employer contribution / active EE | $4,532 | $4,078+11.1% | $4,693-3.4% | $2,654+70.8% |
| Participant deferral / active EE | $5,341 | $7,985-33.1% | $7,997-33.2% | $4,375+22.1% |
| Admin fee / account holder | $224 | $548-59.1% | $13,435-98.3% | $834-73.2% |