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 INC6 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $107,644 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$65,749 |
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 | $135,940 | $72,254+88.1% | $86,677+56.8% | $64,808+109.8% |
| Participation rate | 97.9% | 80.4%+17.5pp | 76.6%+21.3pp | 71.5%+26.4pp |
| Annual return | -15.91% | 392.42%-408.3pp | 35.91%-51.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $7,342 | $2,393+206.8% | $2,836+158.8% | $2,506+193.0% |
| Participant deferral / active EE | $5,849 | $4,658+25.6% | $4,656+25.6% | $4,310+35.7% |
| Admin fee / account holder | $104 | $174-40.2% | $7,493-98.6% | $188-44.6% |