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 INC8 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,948 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$61,109 |
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 | $162,287 | $88,890+82.6% | $102,423+58.4% | $77,643+109.0% |
| Participation rate | 97.7% | 80.9%+16.7pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 10.63% | 24.98%-14.4pp | 29.32%-18.7pp | 31.24%-20.6pp |
| Employer contribution / active EE | $3,263 | $2,698+21.0% | $3,023+7.9% | $2,726+19.7% |
| Participant deferral / active EE | $7,076 | $5,145+37.5% | $5,053+40.0% | $4,647+52.3% |
| Admin fee / account holder | -$80 | $235-134.1% | $9,451-100.8% | $430-118.6% |