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 INC3 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $37,321 |
Filed as: HOWARD SIMON & ASSOC INC Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $6,883 |
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 | $115,406 | $91,407+26.3% | $135,903-15.1% | $71,457+61.5% |
| Participation rate | 78.7% | 75.7%+3.1pp | 81.9%-3.2pp | 67.9%+10.8pp |
| Annual return | 41.73% | 29.90%+11.8pp | 68.23%-26.5pp | 28.85%+12.9pp |
| Employer contribution / active EE | $2,063 | $3,703-44.3% | $4,856-57.5% | $2,588-20.3% |
| Participant deferral / active EE | $10,265 | $7,092+44.7% | $7,758+32.3% | $4,289+139.3% |
| Admin fee / account holder | $124 | $1,266-90.2% | $10,762-98.9% | $1,587-92.2% |