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 Service code 55 · EIN 13-2638166 | Other Commissions | $42,054 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,771 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $42,913 | $64,286-33.2% | $90,951-52.8% | $73,409-41.5% |
| Participation rate | 85.8% | 63.6%+22.3pp | 69.0%+16.8pp | 72.2%+13.7pp |
| Annual return | 5.74% | 21.45%-15.7pp | 134.60%-128.9pp | 59.29%-53.6pp |
| Employer contribution / active EE | $3 | $895-99.7% | $2,122-99.9% | $2,234-99.9% |
| Participant deferral / active EE | $3,716 | $2,453+51.5% | $3,373+10.2% | $3,805-2.4% |
| Admin fee / account holder | $12 | $287-95.7% | $5,959-99.8% | $158-92.1% |