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 Service code 55 · EIN 13-2638166 | Other Commissions | $6,638 |
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,921 | $58,726-32.0% | $92,233-56.7% | $62,292-35.9% |
| Participation rate | 28.5% | 68.3%-39.8pp | 76.5%-48.0pp | 69.5%-41.0pp |
| Annual return | 27.64% | 43.62%-16.0pp | 176.28%-148.6pp | 28.90%-1.3pp |
| Employer contribution / active EE | $265 | $2,392-88.9% | $3,679-92.8% | $2,042-87.0% |
| Participant deferral / active EE | $1,518 | $2,766-45.1% | $3,897-61.0% | $3,169-52.1% |
| Admin fee / account holder | $7 | $556-98.7% | $5,194-99.9% | $479-98.5% |