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, INC PAYMENT Service code 70 · EIN 13-2638166 | Consulting Fees | $46,250 |
Service code 50 · EIN 01-0724493 | Direct Payment | $5,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,173 | $37,213-24.3% | $156,549-82.0% | $63,975-56.0% |
| Participation rate | 83.3% | 65.0%+18.3pp | 84.0%-0.7pp | 71.1%+12.1pp |
| Annual return | 134.26% | 47.89%+86.4pp | 32.23%+102.0pp | 48.65%+85.6pp |
| Employer contribution / active EE | $97 | $1,357-92.8% | $5,501-98.2% | $2,182-95.6% |
| Participant deferral / active EE | $2,826 | $2,070+36.5% | $4,871-42.0% | $3,356-15.8% |
| Admin fee / account holder | $26 | $56-53.3% | $13,027-99.8% | $70-62.7% |