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 INC5+ years Service code 61 · EIN 13-2638166 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,659 |
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 | $89,238 | $81,474+9.5% | $133,956-33.4% | $73,488+21.4% |
| Participation rate | 96.3% | 76.4%+20.0pp | 79.8%+16.5pp | 70.7%+25.7pp |
| Annual return | 14.60% | 19.40%-4.8pp | 45.09%-30.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $2,946 | $2,209+33.4% | $3,919-24.8% | $2,270+29.8% |
| Participant deferral / active EE | $7,490 | $3,786+97.8% | $5,048+48.4% | $3,740+100.3% |
| Admin fee / account holder | -$34 | $713-104.8% | $8,927-100.4% | $513-106.7% |