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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $6,000 |
Service code 49 · EIN 04-1590850 | Other Services | $3,752 |
INVESCO2 years Service code 52 · EIN 84-1073463 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
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 | $101,310 | $73,638+37.6% | $95,952+5.6% | $73,488+37.9% |
| Participation rate | 98.3% | 76.2%+22.2pp | 77.1%+21.3pp | 70.7%+27.7pp |
| Annual return | 12.21% | 16.78%-4.6pp | 91.61%-79.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $929 | $1,863-50.1% | $2,541-63.4% | $2,270-59.1% |
| Participant deferral / active EE | $4,203 | $3,617+16.2% | $4,167+0.9% | $3,740+12.4% |
| Admin fee / account holder | $44 | $482-90.9% | $6,795-99.4% | $513-91.4% |