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 INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 12-2638166 15310 AMBERLY DRIVE · TAMPA, FL 33647 | Advisory (Plan) | $33,349 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $22,049 |
PENSION ASSURANCE LLP6 years Filed as: KB PENSION SERVICES Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $10,663 |
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 | $28,625 | $82,202-65.2% | $125,339-77.2% | $64,808-55.8% |
| Participation rate | 95.2% | 77.9%+17.3pp | 82.4%+12.8pp | 71.5%+23.7pp |
| Annual return | -11.84% | 3.48%-15.3pp | 572.05%-583.9pp | 32.82%-44.7pp |
| Employer contribution / active EE | $1,597 | $3,615-55.8% | $4,814-66.8% | $2,506-36.3% |
| Participant deferral / active EE | $4,640 | $7,175-35.3% | $7,446-37.7% | $4,310+7.7% |
| Admin fee / account holder | $201 | $163+23.0% | $10,010-98.0% | $188+7.0% |