See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7+ years Service code 55 · EIN 13-2638166 | Other Commissions | $49,594 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,890 |
Employer contribution per participant 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 | $48,077 | $50,956-5.6% | $96,562-50.2% | $86,799-44.6% |
| Participation rate | 84.0% | 65.2%+18.8pp | 69.8%+14.2pp | 72.3%+11.7pp |
| Annual return | 19.46% | 21.27%-1.8pp | 37.78%-18.3pp | 97.91%-78.4pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,082 | $2,954+38.2% | $3,849+6.0% | $4,131-1.2% |
| Admin fee / account holder | $12 | $166-92.6% | $6,181-99.8% | $170-92.7% |