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 35-0145825 | Recordkeeping | $28,451 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $10,644 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,719 | $50,820-43.5% | $155,567-81.5% | $77,671-63.0% |
| Participation rate | 27.5% | 63.1%-35.6pp | 78.2%-50.7pp | 70.6%-43.1pp |
| Annual return | 12.40% | 34.85%-22.4pp | 64.74%-52.3pp | 31.21%-18.8pp |
| Employer contribution / active EE | $219 | $1,993-89.0% | $4,674-95.3% | $2,726-92.0% |
| Participant deferral / active EE | $955 | $2,823-66.2% | $5,628-83.0% | $4,648-79.5% |
| Admin fee / account holder | $6 | $436-98.6% | $15,916-100.0% | $430-98.6% |