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 INC2 years Filed as: UBS FINANCIAL SERVICES IC Service code 99 | Other Fees | $24,161 |
Filed as: HOWARD SIMON & ASSOCS INC Service code 49 | Other Services | $5,057 |
Filed as: HOWARD SIMON ASSOCS INC Service code 26 304 SAUNDERS RD · RIVERWOODS, IL 60015 | Advisory (Participants) | $0 |
UBS FINANCIAL SERVICES INC4 years Service code 99 · EIN 13-2638166 | Other Fees | $0 |
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 | $24,611 | $63,442-61.2% | $68,791-64.2% | $66,914-63.2% |
| Participation rate | 96.5% | 60.0%+36.5pp | 69.0%+27.5pp | 69.8%+26.7pp |
| Annual return | -18.06% | -8.29%-9.8pp | -6.38%-11.7pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,229 | $1,775-30.8% | $2,655-53.7% | $2,544-51.7% |
| Participant deferral / active EE | $2,489 | $2,945-15.5% | $3,941-36.8% | $4,237-41.3% |
| Admin fee / account holder | $55 | $577-90.4% | $4,932-98.9% | $593-90.7% |