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 Service code 99 · EIN 13-2638166 | Other Fees | $29,817 |
Filed as: HOWARD SIMON & ASSOC INC Service code 49 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Other Services | $6,098 |
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 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 | $79,377 | $84,487-6.0% | $125,339-36.7% | $66,914+18.6% |
| Participation rate | 64.1% | 76.4%-12.3pp | 82.4%-18.3pp | 69.8%-5.7pp |
| Annual return | -7.74% | -8.39%+0.7pp | 572.05%-579.8pp | 1.58%-9.3pp |
| Employer contribution / active EE | $1,307 | $3,553-63.2% | $4,814-72.8% | $2,544-48.6% |
| Participant deferral / active EE | $6,314 | $6,781-6.9% | $7,446-15.2% | $4,237+49.0% |
| Admin fee / account holder | $84 | $685-87.7% | $10,010-99.2% | $593-85.8% |