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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8+ years Service code 55 | Other Commissions | $30,594 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,375 |
NATIONAL FINANCIAL SERVICES8+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,440 | $106,236-55.3% | $112,228-57.7% | $64,808-26.8% |
| Participation rate | 49.9% | 71.7%-21.8pp | 75.1%-25.2pp | 71.5%-21.6pp |
| Annual return | 28.18% | -6.02%+34.2pp | 27.45%+0.7pp | 32.82%-4.6pp |
| Employer contribution / active EE | $724 | $3,166-77.1% | $3,635-80.1% | $2,506-71.1% |
| Participant deferral / active EE | $3,423 | $3,785-9.6% | $4,728-27.6% | $4,310-20.6% |
| Admin fee / account holder | $7 | $452-98.3% | $6,410-99.9% | $188-96.0% |