Filed July 18, 2023
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 INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $99,373 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $78,104 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $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 | $50,423 | $95,880-47.4% | $107,525-53.1% | $85,563-41.1% |
| Participation rate | 96.1% | 70.1%+26.0pp | 75.1%+21.0pp | 66.0%+30.1pp |
| Annual return | 15.23% | 68.06%-52.8pp | 181.32%-166.1pp | 31.51%-16.3pp |
| Employer contribution / active EE | $1,703 | $3,812-55.3% | $3,754-54.6% | $2,654-35.8% |
| Participant deferral / active EE | $4,374 | $4,201+4.1% | $5,116-14.5% | $4,3750% |
| Admin fee / account holder | $198 | $1,025-80.7% | $8,919-97.8% | $834-76.3% |