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 INC7 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $105,793 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$75,935 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $142,730 | $99,078+44.1% | $96,544+47.8% | $74,419+91.8% |
| Participation rate | 97.9% | 80.7%+17.2pp | 76.0%+21.9pp | 70.7%+27.1pp |
| Annual return | 14.14% | 22.48%-8.3pp | 25.84%-11.7pp | 34.38%-20.2pp |
| Employer contribution / active EE | $7,117 | $2,570+176.9% | $2,965+140.0% | $2,637+169.8% |
| Participant deferral / active EE | $6,760 | $4,933+37.0% | $4,851+39.4% | $4,528+49.3% |
| Admin fee / account holder | $69 | $225-69.2% | $8,252-99.2% | $348-80.1% |