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 | $38,777 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
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 | $91,143 | $86,332+5.6% | $125,175-27.2% | $65,185+39.8% |
| Participation rate | 84.3% | 75.3%+8.9pp | 79.8%+4.5pp | 70.2%+14.1pp |
| Annual return | 24.56% | 27.43%-2.9pp | 43.79%-19.2pp | 29.38%-4.8pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,835 | $3,537+36.7% | $4,937-2.1% | $3,514+37.6% |
| Admin fee / account holder | $0 | $609-99.9% | $9,702-100.0% | $847-99.9% |