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 9-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 INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 99 · EIN 13-2638166 | Other Fees | $102,871 |
Service code 49 · EIN 27-0293282 | Other Services | $22,907 |
ASSURANCE DIMENSIONS2 years Service code 99 · EIN 26-3429295 | Other Fees | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $52,969 | $115,744-54.2% | $100,383-47.2% | $199,768-73.5% |
| Participation rate | 68.1% | 85.7%-17.6pp | 81.5%-13.4pp | 72.0%-3.9pp |
| Annual return | 18.44% | 17.79%+0.6pp | 49.26%-30.8pp | 34.26%-15.8pp |
| Employer contribution / active EE | $2,688 | $3,657-26.5% | $3,944-31.8% | $3,037-11.5% |
| Participant deferral / active EE | $6,011 | $9,844-38.9% | $8,086-25.7% | $5,090+18.1% |
| Admin fee / account holder | $33 | $93-64.0% | $7,900-99.6% | $269-87.6% |