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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $38,887 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC Service code 16 · EIN 13-2638166 | Consulting | $24,589 |
Annual investment return 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 | $30,309 | $73,404-58.7% | $87,100-65.2% | $67,579-55.1% |
| Participation rate | 81.5% | 80.9%+0.6pp | 76.9%+4.6pp | 71.3%+10.2pp |
| Annual return | 17.71% | 48.29%-30.6pp | 28.19%-10.5pp | 378.56%-360.8pp |
| Employer contribution / active EE | $2,174 | $2,014+8.0% | $2,521-13.8% | $2,148+1.2% |
| Participant deferral / active EE | $4,014 | $3,913+2.6% | $4,049-0.8% | $3,539+13.4% |
| Admin fee / account holder | $175 | $142+23.5% | $7,497-97.7% | $142+22.9% |