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 INC6+ years Service code 55 · EIN 13-2638166 | Other Commissions | $13,622 |
Service code 37 · EIN 04-2647786 | Loan Processing | $856 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,882 | $91,517-40.0% | $101,248-45.8% | $73,409-25.2% |
| Participation rate | 37.3% | 73.8%-36.5pp | 75.8%-38.5pp | 72.2%-34.9pp |
| Annual return | 35.22% | 17.17%+18.1pp | 46.47%-11.3pp | 59.29%-24.1pp |
| Employer contribution / active EE | $600 | $2,877-79.1% | $3,660-83.6% | $2,234-73.1% |
| Participant deferral / active EE | $2,761 | $3,338-17.3% | $4,370-36.8% | $3,805-27.4% |
| Admin fee / account holder | $6 | $216-97.2% | $5,945-99.9% | $158-96.2% |