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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $91,905 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $83,989 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,138 | $89,808-47.5% | $100,391-53.0% | $77,643-39.3% |
| Participation rate | 95.5% | 81.2%+14.3pp | 81.5%+14.0pp | 70.6%+24.9pp |
| Annual return | 13.78% | 20.62%-6.8pp | 49.20%-35.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,861 | $3,039-5.8% | $3,942-27.4% | $2,726+5.0% |
| Participant deferral / active EE | $5,743 | $8,284-30.7% | $8,082-28.9% | $4,647+23.6% |
| Admin fee / account holder | $226 | $174+29.8% | $7,899-97.1% | $430-47.4% |