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 INC5+ years Service code 55 · EIN 13-2638166 | Other Commissions | $40,905 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,676 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,967 | $40,174-0.5% | $84,015-52.4% | $67,579-40.9% |
| Participation rate | 72.6% | 62.7%+9.9pp | 69.0%+3.5pp | 71.3%+1.3pp |
| Annual return | 21.39% | 25.82%-4.4pp | 71.31%-49.9pp | 378.56%-357.2pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,650 | $2,301+15.2% | $3,239-18.2% | $3,539-25.1% |
| Admin fee / account holder | $13 | $128-89.5% | $6,101-99.8% | $142-90.6% |