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 INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,583 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $27,593 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,450 | $60,165+12.1% | $74,183-9.1% | $55,167+22.3% |
| Participation rate | 99.6% | 74.2%+25.4pp | 76.6%+23.0pp | 69.0%+30.6pp |
| Annual return | 9.47% | 10.00%-0.5pp | 17.74%-8.3pp | 169.23%-159.8pp |
| Employer contribution / active EE | $3,182 | $1,600+98.9% | $2,370+34.3% | $1,963+62.1% |
| Participant deferral / active EE | $4,475 | $2,973+50.5% | $3,550+26.1% | $3,054+46.5% |
| Admin fee / account holder | $248 | $419-40.8% | $5,586-95.6% | $504-50.7% |