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 Filed as: UBS FINANCIAL SERVICES, INC. Service code 17 · EIN 13-2638166 | Pension Consulting | $46,794 |
Service code 12 · EIN 84-1477138 | Participant loan processing; Recordke... | $18,573 |
NEWPORT GROUP, INC.5+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Shareho... | $8,666 |
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 | $43,087 | $46,423-7.2% | $75,886-43.2% | $67,579-36.2% |
| Participation rate | 74.4% | 63.1%+11.4pp | 69.3%+5.1pp | 71.3%+3.1pp |
| Annual return | 19.38% | 32.29%-12.9pp | 30.76%-11.4pp | 378.56%-359.2pp |
| Employer contribution / active EE | $1,366 | $1,406-2.9% | $2,500-45.4% | $2,148-36.4% |
| Participant deferral / active EE | $1,941 | $2,564-24.3% | $3,603-46.1% | $3,539-45.1% |
| Admin fee / account holder | $150 | $132+14.0% | $5,418-97.2% | $142+5.5% |